SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and join LPL from Wells Fargo Advisors. Headquartered in Corpus Christi, Texas, De Leon and Gorman were colleagues in the same office for years before deciding to team

SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based in Plano, Texas, Eggers began his career as a financial advisor in 1990 and considers it an honor to manage the wealth for approximately 300 famil

SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial. The Raleigh, N.C.- based advisor started his career in 1987, offering everything from insurance t

The Carson Group, which recently named a new CEO, has named Fava and LPL veteran Heather Randolph Carter as chief marketing officer.

LPL Financial recruited advisors overseeing more than $1 billion in assets from Ameriprise Financial, adding to LPL’s growing advisor ranks. The Strategic Insights Financial Planning Group was founded by Arthur Hughes in 1986. Hughes had been registered with Ameriprise for 38 years, according to BrokerCheck, a public database maintained by industry self-regulator Finra.

SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of five advisors reported serving approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial. Founded in 1986 by Arthur Hughes CFP®, the McAllen, Texas-based team includes managing partners James Credo CFP®, and James Enriquez MST,

SAN DIEGO, April 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Greg Mullaney, CFP®, Colleen Kelly Abate, CFP® and Peter Pagano have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Ameriprise Financial. With the move they launch Somnio Wealth, an independent financial practice based in Louisville, Ky. The name of the fir

SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, today announced the release of its 2024 Sustainability Report. The report details the Company’s progress toward its environmental, social and governance (ESG) goals in key focus areas that guide LPL’s approach to sustainability, responsible business, people and culture, societal impact and environmental stewardship. Highlights from this year’s rep

SAN DIEGO, April 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on April 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events. Contacts Investor Relationsinvestor.relations@lplfinancial.com Medi

SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. They reported having served approximately $435 million in advisory, brokerage and retirement plan assets* and join LPL from Truist. With more than 50