Results 911 - 920 of 1367 for advisors

LPL Advisor Eliminates His Portfolio Rebalancing Headaches

Knowing he wanted to offer his clients the portfolios he built, and needing a way to scale it, Ursu solved his problem with LPL's Advisor Sleeve. Learn more.

Anasuya Kabad Meyer Wins 2023 Invest in Others Honor

“On behalf of LPL, I applaud Anasuya for her tremendous efforts to improve the lives of people in her community.” – Brett Goodman

Barron’s Ranks LPL Financial-Affiliated RIAs Among Top 100 Firms

“This prestigious award is a testament to each firm’s client-centric philosophy and demonstrates the value of the independent model to enable choice and personalized support to be able to create value with advisors and the investors they serve. It is a privilege to serve each of ...

LPL Financial Advisory Platform Selected for Leading Industry Award

“We strive to deliver innovative solutions that help advisors address the fundamental challenges they face in their practices, which in most cases comes down to needing more time.” - Rob Pettman

Sides Wealth Advisory Group Joins LPL Financial

“By moving to LPL, we have the freedom to design and build our firm on our own terms, where clients’ best interests are always first.” - Josh Smeltzer

People’s United Joins LPL’s Institution Services Platform

“Since moving to LPL’s platform last summer, our M&T family has seen the benefits of an integrated technology stack, … and an improved operating environment for our advisors.” – Matt McAfee

25th Advisor Team Vero Wealth Joins Linsco by LPL Financial

“LPL is focused on supporting advisors. We appreciate all of the vast resources that we now have available to help us serve clients better.” - Benjamin Link

Harbor Lighthouse Joins LPL, Financial Resources Group

“We felt more comfortable with the strength of LPL …We know we’ll be able to bring other advisors into our firm to ensure business continuity.” - David Rimkus

LPL Financial Welcomes New Father-Son Linsco Team

“We’re excited by what LPL has to offer and the dedicated support we’ll receive from the Linsco team.” - Jeffrey Katz

Revel Private Wealth Launches with Support from LPL Financial

“LPL exists entirely to serve the advisor, in whatever capacity we might need. They are quietly in the background.” - Megan M. Stirrat

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