Results 1031 - 1040 of 1367 for advisors

Advisor Matthew Holbrook Joins Linsco by LPL Financial

“As a Linsco advisor, I have a more liberated way of doing business and I can provide my clients with unbiased advice in their best interests.” - Matthew Holbrook

LPL to Support the NGLCC to Advance LGBTQ+ Business Ownership

“LPL is proud to partner with organizations like the NGLCC and forward efforts to build a more inclusive financial service industry.” - Beth Csengody

LPL Financial Welcomes Syracuse Wealth Management

“LPL’s best-in-class tools and technology will allow us to elevate our client experience.” – Gary Lucas

LPL, Cornerstone Wealth Management Welcome Planify Group

“With more freedom, independent solutions and an open architecture platform, we’re able to offer more comprehensive and personalized experiences to our clients to better help them maintain a lifestyle both now and in the future.” – Shannon Lewandoski

LPL Financial Welcomes SGC Financial and Insurance Services

“LPL is committed to investing in technology and innovative capabilities like ClientWorks, where everything talks together and is integrated into one system. This is a game changer that will enhance both the client and advisor experience.” – Matthew Bond

LPL Welcomes Financial Advisor Chris Kitaeff

“LPL is a phenomenal company with a great track record of working with the advisor to help give clients the ultimate experience.” - Chris Kitaeff

Christa Carone Joins LPL Financial as Chief Marketing Officer

“Christa’s extensive leadership and experience in the marketing, fintech and operations space, as well as her entrepreneurial mindset and understanding of marketing …demonstrate that she’s the right leader.” - Rich Steinmeier

Industry Veteran Amy Philbrook Joins LPL as Head of Service

“I’m thrilled to join LPL and lead the evolution of our Service programs. Taking care of clients is the top priority for any winning business.” - Amy Philbrook

LPL Welcomes Maier & Associates Financial Group, Inc.

“We believe it’s of upmost importance to have true independence that allows us to operate on our own terms. We found that at LPL.” - Wayne Maier

LPL Welcomes Financial Advisor Matthew Edwards

“From a cultural perspective, LPL was absolutely the best fit. It offers true independence …along with the flexibility to build my business the way I want.” - Matthew Edwards

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