Results 1001 - 1010 of 1367 for advisors

Dan Arnold Provides Insight into LPL’s Success Pre & Post Pandemic

In a recent episode of “The Playbook,” hosted by David Meltzer, Dan Arnold shares more on his career, LPL’s future, and how LPL unknowingly found itself in the perfect position to successfully pivot in a challenging year.

LPL Financial Welcomes Endeavor Wealth Strategies Team

“With LPL’s innovative capabilities and strategic resources, we are excited to deliver for our clients in Northern Indiana.” - Seth Marshall

LPL Financial Welcomes RFS Financial Services Team

“LPL is an industry leader …that will make our jobs easier and help us serve clients more effectively.” - David Miller

LPL Financial, Gladstone Wealth Partners Welcome Cangelosi Wealth Management

“Through due diligence process, it became clear that my clients would be better served …by Gladstone, backed by the support of LPL.” - Frank Cangelosi

Financial Advisor Blair Waller Joins LPL Financial

“From my first meeting where I was shown LPL’s integrated technology and streamlined business solutions, I was incredibly impressed, and I’ve continued to be impressed.” – Blair Waller

LPL Financial Welcomes Financial Advisor Brian Pflaum

“With LPL, I have a partner with scale; one that is committed to investing in innovative solutions that will benefit both my practice and clients.” - Brian M. Pflaum

Danielle Qualls Joins LPL and Women-led Bergkamp Financial

“With LPL and Bergkamp Financial, there is opportunity to collaborate by teaming up on what works best for clients.” - Danielle Qualls

The Private Trust Company Named Among 2020 Most Advisor-Friendly Trust Companies

LPL Financial affiliate company, The Private Trust Company, was named to WealthAdvisor’s annual list of America’s Most Advisor-Friendly Trust Companies for the fifth year in a row.

LPL Adds Returning Leader to Strategic Business Development

“At this incredible time of growth and opportunity, I couldn’t think of a more exciting time to return to LPL.” – Jeremy Holly

Katelyn Shackleton New LPL EVP, Corporate Strategy & New Ventures

“In a time where personalized financial advice is in higher demand than ever, LPL has done an excellent job of developing its technological capabilities.” - Katelyn Shackleton

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