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SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , an existing firm supporting LPL-a...
2024-06-26 23:16:15 ET Summary Lone Pine Capital's 13F portfolio value increased to $12.67B with 26 holdings, top positions include Meta Platforms, Taiwan Semi, and Microsoft. New stakes in Vistra Corp, Spotify Technology, AppLovin Corp, McKesson Corp, and Constellation Energy wer...
SAN DIEGO, June 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Danielle Qualls has joined LPL Financial’s broker-dealer, RIA and custodial platforms, teaming up with existing firm Bergkamp Financial . She reported having served approximate...
2024-06-21 17:17:04 ET Summary US household net worth is at an all-time high and interest rates remain high; both factors are tailwinds for investment management firms. LPL Financial sports high earnings growth estimates as the company is focused on tech-driven organic growth. ...
A look at the top 10 most actives in the United States NVIDIA Corporation (NVDA) fell 3.5% to $130.78 on volume of 504,910,586 shares Nikola Corporation (NKLA) fell 31.5% to $0.3296 on volume of 265,124,783 shares SMX (Security Matters) Public Limited Company (SMX) rose 35.1% to $0.1608 o...
2024-06-20 16:11:23 ET More on LPL Financial Holdings LPL Financial advisory, brokerage assets slip 1.9% in April LPL Financial Holdings Q1 2024 Earnings Preview Seeking Alpha’s Quant Rating on LPL Financial Holdings Read the full article on Seeking ...
SAN DIEGO, June 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for May 2024. Total advisory and ...
SAN DIEGO, June 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor W. Scott Hengerer, CMFC™, CRPC, has joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, James River Private Wealth. He re...
SAN DIEGO, June 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Tom Russell, CFP®, and his sons Brian Russell and Charles Russell have joined LPL’s employee advisor channel, Linsco by LPL Financial , to launch Russell We...
SAN DIEGO, June 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management . Th...
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SAN DIEGO, July 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alex Williams, CFP®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, Stable Wealth . He reported serving approx...
SAN DIEGO, July 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the addition of Sushil “Sid” Vyas as Executive Vice President and Chief Technology Officer of Infrastructure and Operations. In his role, Vyas will oversee the stability and reliability of LPL’...
SAN DIEGO, July 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors with Summit Planning Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $750 million in advisory, brokerage and ...