Investor Relations [email protected] Media Relations [email protected] LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms ...
According to today’s release, the Lewellyns joined LPL after “extensive due diligence.” Scott Posner, LPL’s executive vice president of business development, welcomed the team, declaring LPL “a ...
SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and ...
The SEC announced settlements or charges in at least seven matters this past week. Nearly a dozen law firms are advising clients wrapped up in settlements or charges. The SEC announcements are the ...
See how we rate investing products to write unbiased product reviews. I run a boutique financial planning firm that serves a very specific type of client. We specialize in serving tech and biotech ...
LPL Financial (LPLA) announced that financial advisor Jeffrey Grange has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial.
I chatted with two financial advisors who gave me five tips on how to best manage my money over the next few weeks. 1. High-yield savings accounts help your money grow in the short-term Certified ...
LPL Financial has selected Marc Cohen as its next managing director for business strategy and innovation. Cohen, who was formerly an executive vice president, has also joined the LPL Financial ...