Results 1181 - 1190 of 1367 for advisors

Flood Financial Services Joins The LPL Team

LPL Financial today announced that it is proud to welcome Flood Financial Services to LPL’s broker/dealer and registered investment advisor (RIA) platforms. Flood Financial Services reported that, based on prior business*, it served approximately $330 million of client brokerage ...

Cara Dailey Hired as EVP, Chief Data Officer at LPL Financial

“With Cara’s addition, we gain a talented leader to accelerate our data journey and our capacity to leverage data and analytics as a strategic asset across the firm,” – Rich Steinmeier

LPL Financial Supports Austin Community Impacted by Winter Storm

“We believe in the importance of supporting and strengthening the communities where we live and work.” - Tim Carter

Why Partnering with LPL Makes Sense for Financial Institutions

Stay ahead with LPL Institution’s platform comprehensive solution that can elevate your firm's wealth management program.

LPL Welcomes BancorpSouth to Its Institution Services Platform

“We felt it was the right decision to capitalize on LPL’s integrated platform and committed investments to support our integrated retail advice business.” – Jerry Toney

R.B. Mitchell and Team Joins Linsco by LPL Financial

“We believe that Linsco’s individualized support and comprehensive resources will also allow us to focus on the unique needs of our clients – which, at the end of the day, is what we value most.” – Joanna Page

Barney Financial Joins LPL, Returns to JFC Advisor Network

“We believe the innovative capabilities and more responsive support from LPL and JFC will be a step forward for our practice.” - Emily Jameson

5-Advisor Team Moves to LPL’s Institution Services Platform

“LPL is a leading wealth management firm and Fortune 500 company — we believe it's a place where we can stay and grow our business.” - Tim Mol

LPL & Gladstone Wealth Welcome Veritas Capital Management

“With this move, I am able to serve my clients as I see fit while leveraging the robust resources and innovative capabilities provided by LPL and the boutique service from my partners at Gladstone.” – Joe Myer

LPL Financial Welcomes Financial Advisor Tiger Blackwell

The Louisiana-based advisor kicks off recruitment to LPL’s new independent employee advisor model.

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