Results 831 - 840 of 1367 for advisors

LPL Advisor Encourages More Veterans to Join Financial Planning Industry

“When you hire veterans, you have access to people who are disciplined, well-trained, good listeners, and able to execute a plan. These skills are key to being a successful financial advisor.” -- Dryden Pence, chief investment officer, Pence Wealth Management

Menninger & Associates Financial Planning Joins LPL

“LPL will enable us to provide elevated experiences for our clients, from statements to account view.” – Michael Menninger

Albany Group Launches with LPL Strategic Wealth Services

“With LPL’s size and scale, we have an unbelievable array of services and products to help us serve our clients.” – Joseph Montgomery

Davis Aldana Joins Perennial Financial Services & LPL Financial

“LPL offers the administrative support and turnkey services we need to … strengthening relationships with our clients and meeting their unique financial needs.” - Justin Hurd

Genesis Financial Partners Aligns with JFC Advisor Network & LPL

“We decided that moving to LPL was a win/win as we were able to streamline processes in a way that makes it really easy to do business.” - Rick Mass

LPL Financial Welcomes Advisor Nate Carlon

“LPL’s integrated platform gives us the greatest amount of flexibility to build out our firm in a manner that we feel best suits our clients.” - Nate Carlon

LPL Appoints Two New Strategists to Investment Research Team

“Kristian’s strong background in global financial markets along with Jina’s expertise in building and managing alternative investment strategies help broaden our capabilities.” - Marc Zabicki

LPL Financial Technology Leader Greg Gates Named CIO of the Year

“I’m honored to accept this award on behalf of the incredible team of talented technologists at LPL.” – Greg Gates

LPL Financial Welcomes Advanced Benefit Systems

“LPL offers us greater independence …, and down the road will provide a succession planning process that will allow us to grow our team.” - Scott Mason

LPL Financial Welcomes Watermark Wealth Management and Team

“LPL heavily invests in technology enhancements …with open architecture, making it seamless to operate several programs.” - Aaron Gordon

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