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SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , a...
SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealt...
SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served a...
SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, broker...
SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance. H...
SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of five advisors reported serving approximately $500 million in advisory, bro...
SAN DIEGO, April 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Greg Mullaney, CFP®, Colleen Kelly Abate, CFP® and Peter Pagano have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximat...
SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC , today announced the release of its 2024 Sustainability Report. The report details the Company’s progress toward its envi...
SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on April 30. The Company will host ...
2024-04-09 08:13:45 ET Morgan Stanley upgraded exchange platform Nasdaq ( NASDAQ: NDAQ ) and broker LPL Financial ( NASDAQ: LPLA ) to Overweight citing better growth prospects, while downgraded CBOE Global Markets ( BATS: CBOE ) to Equal Weight.... Read the ful...
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SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , a...
SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealt...
SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served a...