CHARLOTTE, N.C., March 09, 2022 (World NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) announced today that money advisors Blake Turner and Drew Turner have joined LPL, affiliating with Linsco by LPL, the firm’s personnel advisor model. They described getting served approximately $210 million in advisory, brokerage and retirement system belongings,* and sign […]
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LPL Financial, The Network Welcome Ascend Wealth Management
CHARLOTTE, N.C., March 14, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) announced now that the all-woman staff at Ascend Prosperity Administration has joined LPL Financial’s broker-vendor, company registered financial investment advisor (RIA) and custodial platforms, aligned with The Fiscal Providers Community, an existing company supporting LPL-affiliated advisors. The Ascend […]
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Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
CHARLOTTE, N.C., March 07, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) today introduced that economic advisors Richard DeYoung and Jessica Boehm have released a new impartial follow, Highland Wealth Companions, by way of affiliation with LPL Strategic Prosperity Companies, a platform built to aid the unique needs of breakaway advisors. […]
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LPL Financial, Inc Advisors Welcome First Hope Wealth Management
CHARLOTTE, N.C., March 02, 2022 (Globe NEWSWIRE) — LPL Economic LLC (Nasdaq:LPLA) today declared that the Initially Hope Prosperity Management group from the investment program located at First Hope Financial institution has joined LPL’s Establishment Expert services system, aligned with the Unbiased Community of Consultants & Advisors (INC Advisors), an company that […]
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LPL Financial to Present at the Wolfe FinTech Forum 2022
SAN DIEGO, March 03, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) today declared that Chief Money Officer Matt Audette will existing at the Wolfe FinTech Forum on March 10. The virtual presentation requires location at 1:00 p.m. ET. A reside audio webcast of the presentation will be available at trader.lpl.com, […]
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Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth
CHARLOTTE, N.C., Feb. 17, 2022 (World NEWSWIRE) — LPL Financial LLC announced today that fiscal advisors Jason J. Howard, CFP®, CIMA, AIF, Shane Kunz, CFP®, CIMA and Chad Horne, CPWA have joined LPL Monetary to start an impartial follow, Consequence Non-public Wealth. They are aligned with Stratos Prosperity Associates. The […]
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LPL Financial Reports Monthly Activity For January 2022
SAN DIEGO, Feb. 17, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for January 2022. Total advisory and brokerage assets at the end of January were approximately $1.16 trillion, a decrease of […]
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Two LPL Financial Attorneys Join Leadership Council Aimed at Strengthening Diversity, Inclusion in Legal Profession
CHARLOTTE, N.C., Feb. 24, 2022 (World NEWSWIRE) — LPL Financial LLC announced currently that LPL lawyers Ashley Horn and Roma Patel have been selected for the Management Council on Legal Range (LCLD) 2022 Fellows Application. Made for lawyers with 8 to 15 decades of experience, the method connects substantial-possible attorneys with […]
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Financial Advisor Mark Ross Joins Linsco by LPL Financial
CHARLOTTE, N.C., Feb. 22, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) announced these days that money advisor John “Mark” Ross has joined LPL, affiliating with Linsco by LPL, the firm’s worker advisor model. He noted having served close to $100 million in advisory, brokerage and retirement system property* and joins […]
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LPL Financial, Cornerstone Wealth Management Welcome Planify Group
CHARLOTTE, N.C., Feb. 08, 2022 (World NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced today that Planify Group has joined LPL Financial’s broker-dealer, corporate registered investment decision advisor (RIA) and custodial platforms, aligned with LPL-affiliated company Cornerstone Wealth Management. Signing up for from MassMutual, Planify Team claimed to LPL that […]
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LPL Financial Earns Perfect Score for 4th Consecutive Year in HRC Foundation’s Annual Corporate Equality Index
CHARLOTTE, N.C., Feb. 14, 2022 (World NEWSWIRE) — LPL Economic LLC, a leading retail financial investment advisory company and impartial broker-vendor, these days introduced that it has gained a score of 100 percent in the Human Legal rights Marketing campaign Foundation’s 2022 Company Equality Index (CEI), the nation’s foremost benchmarking […]
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LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors
CHARLOTTE, N.C. , Feb. 15, 2022 (World NEWSWIRE) — LPL Fiscal LLC (Nasdaq: LPLA) declared now that economical advisors Male Blakey, CFP® and Karl Willard, CFP® have joined LPL Financial’s broker-vendor, company registered investment advisor (RIA) and custodial platforms, aligned with Synergy Wealth Alliance, an present LPL business. The advisors […]
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LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists
CHARLOTTE, N.C., Feb. 09, 2022 (Globe NEWSWIRE) — LPL Money LLC (Nasdaq:LPLA) congratulates the 26 LPL-affiliated advisors who have been identified on the 2022 Forbes Top Women Wealth Advisors and Leading Women Prosperity Advisors Ideal-in-Condition lists. These reports determine U.S.-based mostly female economical advisors who are primary the way in presenting […]
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LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
CHARLOTTE, N.C., Feb. 02, 2022 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced nowadays that father and son economical advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-supplier, hybrid registered financial commitment advisor (RIA) and custodial platforms, aligned with Silverleaf Prosperity Management, an present LPL business. The father-son group […]
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LPL Financial Announces Fourth Quarter and Full Year 2021 Results
Fourth Quarter 2021 Key Financial Results Net Income was $108 million, translating to diluted earnings per share (“EPS”) of $1.32. EPS prior to amortization of intangible assets and acquisition costs* increased 7% year-over-year to $1.63. Gross profit* increased 20% year-over-year to $643 million. Core G&A* increased 19% year-over-year to $299 […]
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LPL Financial Welcomes Family Team, Accardi Financial Group
CHARLOTTE, N.C., Jan. 31, 2022 (Globe NEWSWIRE) — LPL Financial LLC declared now that Accardi Money Team has joined LPL Financial’s broker-seller, corporate registered investment decision advisor (RIA) and custodial platforms. The group described to LPL that it serves close to $150 million in advisory, brokerage and retirement prepare belongings.* […]
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LPL Financial, Gladstone Welcome Father-Daughter Team
CHARLOTTE, N.C., Jan. 18, 2022 (Globe NEWSWIRE) — LPL Money LLC declared currently that monetary advisors John and Jennifer Tarantino have joined LPL Financial’s broker-seller, company registered expense advisor (RIA) and custodial platforms, aligned with Gladstone Prosperity Associates, a substantial business on LPL’s hybrid RIA system. They noted to LPL […]
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Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services
CHARLOTTE, N.C., Jan. 24, 2022 (Globe NEWSWIRE) — LPL Fiscal LLC (Nasdaq:LPLA) today introduced that economic advisors Andy Walker and Christian Covey have released a new exercise, Walker Covey Wealth Advisors, via affiliation with LPL Strategic Wealth Expert services design. Previously, the advisors were being element of a company functioning with […]
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Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services
CHARLOTTE, N.C., Jan. 25, 2022 (Globe NEWSWIRE) — LPL Financial LLC these days declared that fiscal advisors Pat Clifford and Tyler Lewis have launched a new impartial exercise, Clifford-Lewis Non-public Wealth, via affiliation with LPL Strategic Prosperity Products and services, which is developed to aid the exceptional needs of breakaway […]
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Lau Financial Group Launches With Support of LPL Strategic Wealth Services
CHARLOTTE, N.C., Jan. thirteen, 2022 (Globe NEWSWIRE) — LPL Economical LLC nowadays announced that fiscal advisor Hugh Lau, CIMA® has released a new unbiased practice, Lau Economical Team, as a result of affiliation with LPL Strategic Wealth Expert services, which is intended to help the distinctive needs of breakaway advisors. […]