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LPL Financial Holdings Inc. (LPLA)
Pre-Market:
- GlobeNewswire
LPL Financial Welcomes Vintage Financial Group
CHARLOTTE, N.C., Sept. 27, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Patrick “Pat” M. Ricketts, MBA, AIF®, CPWA®, CFP® and Mindy S. Helfrich, CDFA® of Vintage Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $605 million in advisory, brokerage and retirement plan assets*, and join LPL from Principal Securities, Inc. Based in Omaha, Neb., the seasoned advisors have worked toge
- GlobeNewswire
LPL Financial Welcomes Wealth Management and Legacy Planning Group
CHARLOTTE, N.C., Sept. 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Angelo Burns, Larisa Holiday, Eli Montoya and Manny Pedroza have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $260 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, part of AIG. With headquarters in Albuquerque, NM, the diverse practice is led by Senior A
- Zacks
LPL Financial's (LPLA) August Metrics Decline on Weak Markets
LPL Financial (LPLA) witnesses a decline in total brokerage and advisory assets for August on subdued market performance.
