Results 821 - 830 of 1367 for advisors

LPL Financial Welcomes Pilot Financial

“LPL is a stable partner …and leading wealth management firm with a proven track record as a preferred service provider for financial professionals.” – Chris Roney

LPL Welcomes Five Independent Teams with $700 AUM

“By partnering with LPL, we can focus on the now – by providing a next-level experience for our respective clients and growing our individual practices.” - Michael Matheson

18 Advisor Team, Strategic Partners, Joins LPL Financial

“LPL has invested heavily into its technology platform, creating efficient processes and enhanced solutions.” – Chris Lubbers

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

“After considering all available options, we concluded that the needs of our clients and firm would be best served by partnering with LPL Financial.” - James Sheehan

Winget Benton Wealth Management Join Linsco by LPL Financial

“LPL stood out as an industry leader, giving us the independence we craved along with open architecture to build personalized plans in a cost-effective way.” Andrew Robson

LPL Financial Managing Director and Divisional President Andy Kalbaugh to Retire, Effective March 2021

Firm to conduct nationwide search for new senior leader

LPL Financial Acquires Fintech Firm AdvisoryWorld

LPL Financial’s acquisition of AdvisoryWorld accelerates the journey to delivering an end-to-end technology platform, supporting advisors’ ability to maximize the power of technology to drive their business forward.

Bridgewright Wealth Partners Launches with LPL Strategic Wealth Services

“It became evident that LPL offered the support and structure to help us provide a higher level of value to our clients.” - Scott O’Mara

LPL Financial Announces Private Client Services Network

New program creates a full-service option for LPL advisors to use vetted providers to better serve the needs of affluent clients

LPL and Perennial Financial Services Welcome Eddie Chan

“LPL stood out as a top choice. LPL’s bespoke services … will empower me to run my business efficiently while transforming the client experience.” – Eddie Chan

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