Lpl Financial Holdings Inc (LPLA) - News Archive

LPL Financial LLC, a prominent financial services firm, has recently welcomed three independent practices, CoastPoint Financial, Equity Design Group, and Latus Group, to its broker-dealer, RIA, and custodial platforms....

LPL Financial to Expand Its Reach by Acquiring Atria Wealth SolutionsSAN DIEGO, Jan. 29, 2024 - In a recent press release, LPL Financial LLC announced its plans to acquire Atria Wealth Solutions, a leading provider of i...

SAN DIEGO, Feb. 06, 2024 - In a decisive move to enhance its service portfolio and business dynamics, LPL Financial LLC has warmly welcomed Equity Design Group to its fold. Jason Hohenstein, AIF, Kevin Snow, CFP, and Wi...

Article for :Financial Advisors Jonathan Maloney and Niki Davis Join LPLSAN DIEGO, Jan. 31, 2024 - LPL Financial LLC announced today that financial advisors Jonathan Maloney and Niki Davis have joined LPL s employee adv...

Community Resource Credit Union (CRCU) Retirement and Investment Services has recently announced its partnership with Trustage. This collaboration will see CRCU Retirement and Investment Services onboard to the LPL Fina...

LPL Financial LLC, one of the key leaders in the retail investment advisory sector, continues to expand its portfolio with the addition of multiple high-profile financial advisors groups. In recent turn of events, LPL w...

SAN DIEGO, Jan. 25, 2024 - LPL Financial LLC (Nasdaq:LPLA), a leading provider of brokerage, advisory, and custodial services, is pleased to announce the addition of Andrew Kutanovski, CFP, to its team of financial advi...

LPL Financial Attracts Maier & Associates Financial Group, Inc., Bolstering Its Advisory and Brokerage ServicesSAN DIEGO, Jan. 22, 2024 - LPL Financial LLC, a leading provider of financial services and investment adviso...

In a bid to enhance financial literacy among its advisors and clients, LPL Financial recently announced the launch of a revolutionary program. This initiative, inspired by the remarkable success and insights of the lege...

In exciting news for the finance industry, LPL Financial LLC recently announced the addition of financial advisor Marvin Goldman to their broker-dealer, RIA, and custodial platforms. This move comes as Goldman brings wi...

LPL Financial Welcomes Accomplished Financial Advisor Zachary Fiandt, Strengthening its Broker-Dealer and RIA PlatformsSAN DIEGO, Jan. 03, 2024 - LPL Financial LLC, a leading provider of investment and wealth management...

SAN DIEGO, Dec. 19, 2023 LPL Financial Holdings, a leading retail investment advisory firm, independent broker-dealer, and custodian, is extending its roster through the recruitment of the Upstate Financial Network. Har...

LPL Financial, a leading financial services firm and subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), has recently released its monthly activity report for November 2023. The report showcases a remarkable perfo...

In a significant move, LPL Financial LLC, the leading retail investment advisory firm, recently announced the addition of accomplished financial advisors Michael Gandet Jr., Mark Choinski, and Arthur Sisco from Oak Tree...

SAN DIEGO, Dec. 07, 2023 - LPL Financial LLC announced today that financial advisor Frank Cangelosi has joined LPL Financial s broker-dealer, RIA, and custodial platforms, aligning with Gladstone Wealth Partners. Cangel...

In a strategic move to bolster its financial services offerings, LPL Financial LLC has proudly announced the arrival of esteemed financial advisors, Rob Elstad, Steven Coert Van Voorhees, and Bill Blankenship, to its es...

Charlotte, N.C., Nov. 13, 2023 - LPL Financial LLC (Nasdaq: LPLA) announced today that renowned financial advisors, Anthony S. Zambri, CFP, CLU, ChFC, APMA, and his son, Anthony V. Zambri, APMA, have joined LPL s employ...

In an exciting move that highlights its commitment to growth and strategic partnerships, LPL Financial LLC has announced the addition of GER Loftin Wealth Advisors to its prestigious portfolio. With a proven track recor...