The newsboard processes news from the NASDAQ Nordic portfolio company GlobeNewswire, which provides investors with company-relevant information. This relates in particular to events that may be relevant to the listing of companies or tradable financial instruments.
GlobNewswire (formerly PrimeNewswire) specializes in public relations solutions and digital media services. This feed adds another important source of information for investors to the popular X-Billboard portfolio.
SAN DIEGO, Nov. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for October 2024.
NEWARK, N.J. and SAN DIEGO, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU) and LPL Financial Holdings Inc. (Nasdaq: LPLA) finalized today the launch of their strategic relationship, first announced in August 2023.
American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants
Matt Audette Named President; Expands Current CFO Role
SAN DIEGO, Oct. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Ashton Medina, CFA®, CFP®, has joined LPL Financial’s broker-dealer and corporate RIA platforms, aligning with existing firm GradePoint Financial Group. He reported having served approximately $155 million in advisory, brokerage and retirement plan assets* and joins LPL from Synovus Securities.
SAN DIEGO, Oct. 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) announced the close of its acquisition of Atria Wealth Solutions, Inc., (“Atria”), a wealth management solutions holding company headquartered in New York.
SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for August 2024.
The Investment Center, Inc., supports approximately 240 advisors serving approximately $9 billion of brokerage and advisory assets
SAN DIEGO, Aug. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for July 2024.
Almost 9,000 attendees convene in San Diego for LPL’s flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses
SAN DIEGO, Aug. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alberto Francis has joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Rockview Private Wealth. He reported having served approximately $725 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.
SAN DIEGO, July 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors George Englert, Kevin Englert and Carrie Hughes have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax, now owned by Cetera.
Key Financial Results
SAN DIEGO, July 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced the addition of Sushil “Sid” Vyas as Executive Vice President and Chief Technology Officer of Infrastructure and Operations. In his role, Vyas will oversee the stability and reliability of LPL’s operating platforms. He reports to Greg Gates, Managing Director, Chief Technology and Information Officer, and is based at LPL’s Fort Mill campus in South Carolina.
SAN DIEGO, July 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors with Summit Planning Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $750 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial.
SAN DIEGO, July 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Justin Gore, J.D., and Michael Fusco, CRPC®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, Integrity Financial Group. They reported serving approximately $475 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
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