Results 1171 - 1180 of 1330 for advisors

LPL Financial Welcomes Financial Advisor Adam Legate

“Moving to LPL was the right choice … From the service to the technology, everything is streamlined and simple to use.” - Adam Legate

LPL Managing Director Greg Gates Finalist CIO of Year Award

“Our strategy is powering an enterprise-wide technology transformation by redesigning the foundation that powers our advisor and investor platforms.” – Greg Gates

LPL Financial Welcomes Northern Lakes Financial Group

“As we began looking for a partner to support our business needs, we were drawn to LPL Financial’s enhanced technology, strategic consultative support and dedicated service experience.” – Robert Viau

LPL Announces Release of their 2022 Sustainability Report

“By applying an ESG lens to all of our business priorities, we are able to demonstrate our commitment to operating responsibility to drive a sustainable business.” – Heather Randolph Carter

Family-Team Accardi Financial Group Welcomed by LPL

“We believe our partnership with LCG, along with LPL’s size, scale and commitment to innovation, will provide our clients access to enhanced technology, simplified statements and enhanced service experiences.” – Joe Accardi

LPL, Claritas Financial Partners Welcome Advisor Nick Bevad

“This decision did not come lightly; I put in a lot of due diligence over the last few years … and I always came back to LPL.”

LPL Study on SECURE 2.0 Supports Passage of Legislation

“This legislation …is very timely, given the impact that the pandemic has had on many Americans’ retirement savings.” – Dan Arnold

LPL Welcomes People’s United to Its Institution Services Platform

M&T Bank plans to onboard People’s United Bank’s retail advisory and brokerage business to LPL’s platform in the second half of 2022.

Point 32 Launches with LPL Strategic Wealth Services Support

“LPL Strategic Wealth Services is a turnkey model that not only helps with the initial startup, but also provides us with dedicated team members to strategically support my business, leaving me with more time to focus on my clients, children and community outreach.” – Brian Nydeg...

River’s Edge Wealth Partners Launches with Support of LPL Strategic Wealth Services

“LPL’s new affiliation model really appealed to me. It allows me to be an independent advisor but solves for the business operational needs.” – Tony Frigoletto

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