Results 181 - 190 of 1367 for advisors

Advisor’s Filipino Culture Influences Her Client Relationships

Growing up in the Philippines, LPL advisor Marcia Anton soaked up the wisdom of her lola, the Filipino word for grandmother. As a successful restaurateur, her grandmother wove together the tips for success with the traditional bayanihan spirit of Filipinos, which translates to co...

Barron's Ranks Three LPL Financial Advisors Among Top 100 Independent Wealth Advisors in Nation

LPL Financial’s independent model empowers top financial advisors to focus on client relationships and build successful businesses.

Two LPL Women Advisors Ranked Best in the Nation

Barron’s ranks two LPL women financial advisors among the top 100 in America

Father's Day: LPL Financial Advisors Strengthen the Roots of a Family Tree

Father and son Mark and Sam Shepherd, both LPL Financial advisors, are working together to build a sustainable legacy. Taking the wisdom of experience while embracing the trends of the future has set this family on the road to continued success.

Forbes Ranks 17 LPL Financial Advisors Among Top Next-Gen Advisors

LPL Financial is proud to announce that 17 affiliated advisors are included in the 2018 Next-Gen Wealth Advisors list published by Forbes.

Barron's Ranks 19 LPL Financial Advisors Among America's Best

LPL Financial congratulates the 19 LPL advisors recognized among the 2019 Top 1,200 Financial Advisors in America by Barron’s.

LPL Financial Advisors Named 2018 Top Advisors in US

LPL Financial’s industry-leading institution-based investment program helps advisors be the best in the country, earning their spot among the 2018 BIC Top Bank Advisors.

LPL Financial Approves CKA® Designation for Advisors who Integrate Christian Values in their Client Service

LPL Financial is proud to become one of the first financial services firms to approve the Certified Kingdom Advisor® (CKA®) designation to help Christian clients identify financial professionals who share their core values.

Family of Financial Advisors Help Bridge Gap Between Generations

The theme of familial wealth is close to Jay Kabad’s heart. He spent 30 years building a financial planning firm dedicated to helping families and plans to eventually transition the business to his daughter, Anasuya.

Two LPL Women Advisors Recognized for Leading the Financial Advice Industry

LPL Financial is proud to announce that two of its affiliated advisors are ranked among the 2018 Top 100 Women Financial Advisors by Barron’s.

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