Results 1021 - 1030 of 1367 for advisors

Carnegie Private Wealth Launches with LPL Strategic Wealth Services

“The opportunity to create our own firm at LPL with a culture that prioritizes clients’ needs and interests …felt like the right way forward.” - Jordan Raniszeski

LPL Welcomes Conn.-Based Doherty Financial Services

“With LPL, we have best-in-class technology, …multiple investment platforms and enhanced resources to be more efficient in our work.” - Michael Doherty Jr

LPL Financial Welcomes Advisor Daria Schumacher

“LPL offers innovative technology and more options to help me service my clients better.” - Daria Schumacher

Financial Advisor Marianela Silva Joins LPL Financial

“LPL allows me to focus more on my clients’ needs and create differentiated experiences for them.” - Marianela Silva

LPL Financial Welcomes Financial Advisor Nick Lalonde

"Our due diligence process brought us to LPL where we have …innovative offerings, and the ability to brand ourselves and operate on our own terms." - Nick Lalonde

Father, Son Join LPL Financial to Launch Wiser Advisor Group

“LPL’s open platform and adaptive technology allow us to individualize our approach to each client.” - Larry Lytle

Aneri Jambusaria Promoted to Managing Director, LPL Services Group

“I look forward to providing an even wider range of offerings, supporting our LPL clients no matter where they are in their journey.” - Aneri Jambusaria

LPL Financial Welcomes Walker Alston Financial Group

"LPL has established itself as a market leader and has all the resources we need to provide customers with differentiated experiences." – Wes Alston

LPL Financial Welcomes Integrity Wealth Advisor Group

“With LPL, we now have access to more cutting-edge tools and robust resources …that will allow us to serve clients at a higher level.” - Todd Rosel

LPL Technology Invests in Advisor, Investor with New Executives

“LPL Financial places a high priority on delivering an exceptional client experience, and technology is a key enabler of this goal.” - Nitesh Ambastha

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