Results 1011 - 1020 of 1367 for advisors

Burt White to Retire from LPL Financial, Effective March 2022

“We are grateful for Burt’s steady leadership over the last fourteen years and wish him the best in his future endeavors.” - Dan Arnold

4 Evolving Expectations for Credit Unions: Community Engagement

As cornerstones of community financial wellbeing, credit unions are evolving engagement strategies. Learn how LPL Financial is helping them connect more deeply.

Steeplechase Capital Partners Joins LPL Financial

“LPL equips us with innovative technology …and a wealth of other resources to help us provide a greater level of personalized service.” - Brian Russo

Financial Advisor Tyler B. Powell joins Linsco by LPL Financial

“We chose LPL Financial, …largest independent wealth management firm in America, to deliver an improved experience to our clients.” - Tyler B. Powell

Delaware-based Financial House Team Joins LPL Financial

“We recognized LPL would provide us with more independence and flexibility to grow our practice as we see fit.” - Robert Griesemer

Omnia Wealth Group Launches with Support from LPL Financial

“We will be able to grow our individual client base and leverage each other as resources, build out our own joint brand, scale up and tap into LPL’s vast experience and technology.” - Robert Entwistle Jr.

North Bend Wealth Management Launches with Support of LPL Strategic Wealth Services

“By leveraging LPL Strategic Wealth Services, we are gaining our independence but we have a support system from LPL to help with daily business operations.” – Marc DeCicco

Thimble Island Private Wealth Launches with Support from LPL Strategic Wealth Services

“LPL’s open architecture platform, robust resources and dedication to independence are in perfect harmony with our values and goals.” - Logan Reed

LPL Financial Welcomes Top Firms from NPH

Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced the names of select top National Planning Holdings, Inc. (NPH) firms—those from Investment Centers of...

New Linsco Teams in Texas and Florida Join LPL Financial

“With LPL I feel like I’ve found a true partner to help me create a practice on my own terms.” - Chris Corcoran

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