Drew Angerer/Getty Images With earnings season set to officially kick off on Tuesday, LPL is out with a list of three things to watch for in company results. LPL expects management teams to instill confidence in investors as an economic recovery from COVID-19 is well underway. “Mostly better-than-expected economic […]
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LPL Financial and Gladstone Financial Resources Group Welcome Advisor Rajat Rajan
CHARLOTTE, N.C., Oct. 12, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisor Rajat Rajan CFP®, AIF of the newly-minted Tranquil Advisors has joined LPL Financial’s broker-dealer and corporate RIA platform, leveraging […]
LPL Financial Welcomes Hendrix Group Financial Services
CHARLOTTE, N.C., Sept. 29, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that Hendrix Group Financial Services has joined LPL Financial’s broker-dealer and corporate RIA platforms, which leverage LPL as custodian. The advisors reported having […]
North Bend Wealth Management Launches With Support of LPL Strategic Wealth Services
The MarketWatch News Department was not involved in the creation of this content. CHARLOTTE, N.C., Sep 22, 2020 (GLOBE NEWSWIRE via COMTEX) — LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that financial advisors Marc DeCicco and Tad […]
Investment Services at Bay Federal Credit Union welcomes LPL Financial Advisor Emily Quatman
Investment Services at Bay Federal Credit Union welcomes LPL Financial Advisor Emily Quatman BOSTON, MA (September 15, 2020) — Emily Quatman has joined Investment Services at Bay Federal Credit Union located in Capitola, CA. “We are excited to welcome Emily to our investment services team,” said EVP/Program Manager Tonée Picard. […]
LPL Financial Welcomes SGC Financial and Insurance Services
CHARLOTTE, N.C., Sept. 16, 2020 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, today announced that SGC Financial and Insurance Services has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms, which leverages LPL as custodian. […]
LPL Financial Reports Monthly Activity for August 2020
SAN DIEGO, Sept. 15, 2020 (GLOBE NEWSWIRE) — Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), today released its monthly activity report for August 2020. Total brokerage and advisory assets served at the end of August […]