LPL Financial, the financial services company headquartered in San Diego, has announced plans to lay off 72 employees, ...
LPL Financial has added veteran advisor Tom Madigan to its broker-dealer, registered investment advisor and custodial platforms, aligning the longtime UBS advisor with the Thimble Island Private ...
SAN DIEGO, July 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Jerry Rizza has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
What Happened? Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 9.8% in the afternoon session ...
After a due diligence period, Madigan chose to affiliate via LPL’s comprehensive supported independence solution, LPL Strategic Wealth Services and Thimble Island Private Wealth. SW combines the ...
Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets SAN DIEGO, July 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial ...
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SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a ...
Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within minutes." ...
Kaplan Financial Services has been helping people plan for—and protect—the resources needed to fund their future for generations. We provide excellent analysis, superior portfolio management and ...
SAN DIEGO, Nov. 16, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Doherty Jr., Ryan Pellegrini and Ryan Doherty have joined LPL Financial’s broker-dealer, ...