LPL Welcomes Pilot Financial

09:00am, Wednesday, 22'nd May 2024
The N.C.-based team manages approximately $4.6B AUM across 105 advisors The N.C.-based team manages approximately $4.6B AUM across 105 advisors
SAN DIEGO, May 21, 2024 (GLOBE NEWSWIRE) --   LPL Financial LLC announced today that financial advisors Alain Verhille, CFP®, CPFA®, and James S. Wood have joined LPL Financial's high-net-worth-foc
SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial's broker-dealer, RIA
SAN DIEGO, May 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tara Blair, CFP®, CPA, has joined LPL Financial's broker-dealer, RIA and custodial platforms. She

LPL Financial Welcomes Noble Traditions Wealth

08:55am, Monday, 13'th May 2024
SAN DIEGO, May 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Garrett Oczachowski has joined LPL Financial's broker-dealer, RIA and custodial platforms. He repor
LPL Financial (LPLA) acquires Crown Capital, deepening its presence in the California market and further strengthening its wealth management business.

LPL Financial Welcomes Advisor Chris Kitaeff

08:55am, Thursday, 09'th May 2024
SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial's broker-dealer, RIA and custodial platforms. Wi
SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital Securities
SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr.,
SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth, through affiliation with
SAN DIEGO, May 02, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mitchell “Mitch” and Wesley “Wes” McCann have joined LPL Financial's broker-dealer, RIA an
Higher revenues and brokerage and advisory assets balance support LPL Financial's (LPLA) Q1 earnings, while a rise in expenses acts as an undermining factor.

LPL Financial Welcomes Journey Financial

09:00am, Wednesday, 01'st May 2024
SAN DIEGO, May 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL Financial's broker-dealer, RIA
LPL Financial Holdings Inc. (NASDAQ:LPLA ) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Dan H. Arnold - President and Chief Executive Officer Matthew J.
The headline numbers for LPL Financial (LPLA) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street es
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