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From 16 teams to 8, the always chaotic LPL is now on the final push towards the Mid-Season Invitational, where the two teams that emerge victorious will look to ...
The team chose LPL to enhance their client services through advanced technology and support, noting a seamless transition process. Scott Posner from LPL expressed enthusiasm for supporting the ...
Looking for more autonomy and the flexibility to run and grow his business, the Barlow Capital Advisors team turned to LPL Financial. “LPL offers unmatched flexibility and service options that ...
Looking to enhance their offerings and provide an elevated client experience, the West Texas Investments team turned to LPL. Stewart added, “Our transition to LPL has been seamless, and I have ...
The team joins LPL’s broker-dealer, RIA and custodial platforms. Founding partners Richard DiTaranto, Brian DiBrino and Jeff Miller, who launched the practice in 2004, are joined by advisors ...
Just as LPL Financial Holdings Inc. is in the middle of its acquisition of Commonwealth Financial Network, the giant broker-dealer is also facing the overhang of compliance issues. These issues ...
Leverage Ratio: 1.8 times at the end of Q1. LPL Financial Holdings Inc (NASDAQ:LPLA) reported a record high of $1.8 trillion in total assets, with organic net new assets of $71 billion ...
Looking for enhanced service experiences and a more robust technology platform, the Northern Advisory team made the move to LPL after an in-depth due diligence process. “It was the campus visit ...
You look at that and say, that has been an exceptional franchise with an exceptional leadership team that has delivered support for advisers over forty six years. We put that together with LPL ...
The wealth management company is on track to meet its 90% advisor retention goal for its $2.7 billion planned acquisition of Commonwealth Financial Network, CEO Rich Steinmeier says. LPL Financial ...
After all, the best client is an educated client.” Looking for enhanced service experiences and a more robust technology platform, the Northern Advisory team made the move to LPL after an in-depth due ...
See qualifications below and start your nomination today! Financial firm settles with fired CEO LPL buying firm with $9B in assets LPL buying firm with $9B in assets LPL Financial adding $16B from ...
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