LPL Financial said it will buy Atria Wealth Solutions ... 100% of the equity of Atria Wealth Solutions, which is backed by private-equity firm Lee Equity Partners. In addition, it expected ...

In 2014, when LPL Financial CEO Mark Casady learned that ... as well as conduct that its investigators deemed improper private securities transactions. In response, Bashaw’s lawyer accused ...

Wedmont Private Capital’s holdings in LPL Financial were worth $521,000 at the end of the most recent quarter. A number of other hedge funds have also recently made changes to their positions in ...

This, along with future rate cuts, will support LPL Financial’s advisory and brokerage ... and acquired FRGIS and the Private Client Group business of Boenning & Scattergood.

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 ...

They have been in practice for 20 years, the last 20 years at Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.). Peter Abbey is a financial advisor in Fort Mill, SC. They have been in ...

SAN DIEGO, Jan. 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Forlenza, CRPC®, and Carl Hanks, CRPC®, have joined LPL Financial’s broker-dealer ...

She previously spent nearly two decades in the financial industry, working for institutions including Linsco Private Ledger (LPL), Sun America/AIG, Wells Fargo, Bank of America, and National Asset ...