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LPL Financial Welcomes Prestige Wealth Group
GlobeNewswire News Room· 2024-12-12 13:55
SAN DIEGO, Dec. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the advisors of Prestige Wealth Group (PWG), led by managing partners Rich Galgano, CFP®, and Matt Geraci, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $540 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Headquartered in Franklin Lakes, N.J., and Westchester, Pa., Prestige Wealth Group was established in 2 ...
LPL Financial Welcomes Frontline Investment Advisors
GlobeNewswire News Room· 2024-12-04 13:55
Core Insights - LPL Financial LLC has welcomed financial advisors Amanda Miller, Devin Richard, and Jonathan Vila from Frontline Investment Advisors, who collectively manage approximately $550 million in advisory, brokerage, and retirement plan assets [1][11] - The advisors have around 50 years of combined experience, focusing on providing investment advice to frontline workers, including school employees and medical personnel [2] - The team specializes in the Florida Retirement System and healthcare 403(b) plans, emphasizing a collaborative approach to enhance client service [3] Company Transition - The advisors' move to LPL Financial was the result of a thorough search for a wealth management firm that aligns with their business growth objectives [4] - Richard highlighted that LPL's alignment with their vision for growth and service was a key factor in their decision, allowing them to offer a broader range of investment strategies and improved client experiences [5] LPL Financial Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 28,000 financial advisors and managing approximately $1.7 trillion in brokerage and advisory assets for around 6 million Americans [7] - The firm provides various advisor affiliation models, investment solutions, and fintech tools, ensuring flexibility for advisors and institutions [7]
LPL Financial to present at the Goldman Sachs Financial Services Conference
GlobeNewswire News Room· 2024-12-03 21:05
Core Points - LPL Financial LLC will have a presentation at the Goldman Sachs Financial Services Conference on December 10, 2024, at 10:00 a.m. ET [1] - The presentation will be led by Rich Steinmeier, CEO, and Matt Audette, President and CFO [1] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 28,000 financial advisors and approximately 1,200 financial institutions [2] - The firm services and custodies around $1.7 trillion in brokerage and advisory assets for about 6 million Americans [2] - LPL provides a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing flexibility for advisors and institutions [2]
LPL Financial Welcomes Argosy Financial
GlobeNewswire News Room· 2024-12-03 13:55
SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor James P. Norris, MBA, APMA®, of Argosy Financial has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Centaurus Financial. Based in Glendale, Ariz., Norris has more than 20 years of experience in financial services, specializing in investment management, client portfolio co ...
LPL Financial Welcomes Happier Wealth
GlobeNewswire News Room· 2024-11-25 13:55
SAN DIEGO, Nov. 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Will Beck, CFP®, Mike Macfarlane, CASL®, CLU®, ChFC®, Tyler Vongsawad, CLU®, ChFC®, CASL®, CFP®, MSFS, and Sam Rosen, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, Happier Wealth. They reported having served approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Located in Ple ...
LPL Financial Reports Monthly Activity for October 2024
GlobeNewswire News Room· 2024-11-21 21:05
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. Total advisory and brokerage assets at the end of October were $1.67 trillion, an increase of $81.2 billion, or 5.1%, compared to the end of September 2024. Total net new assets for October were $96.6 billion, which included $88.0 billion of acquired net new assets resulting from ...
LPL Financial Welcomes Strata Financial Group
GlobeNewswire News Room· 2024-11-20 13:55
Core Insights - LPL Financial has welcomed five financial advisors from Strata Financial Group, who manage over $350 million in advisory, brokerage, and retirement plan assets [1][9] - Strata Financial Group, founded in 1998, operates in two Ohio locations and focuses on personalized financial services [2] - The partnership with LPL Financial aims to enhance client service through improved resources and technology [3][4] Company Overview - LPL Financial Holdings Inc. serves over 28,000 financial advisors and is committed to supporting independent advisors with a focus on personalized client relationships [6] - The firm emphasizes the importance of independence for advisors, allowing them to choose their business models and services [6] Team and Services - Strata Financial Group employs a team-based approach to provide comprehensive financial services, including tax strategies and investment planning [2][3] - The team is led by partners Campagni, Jurczynski, and Mitchell Romeo, supported by staff members [2] Strategic Goals - The advisors from Strata Financial Group aim to leverage LPL's resources to enhance client service and offer a broader range of investment solutions [4] - The focus is on creating differentiated experiences for clients through consolidated reporting and advanced technology [4]
LPL Financial Welcomes Prosperity Investment Management
GlobeNewswire News Room· 2024-11-14 13:55
SAN DIEGO, Nov. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in a renovated historic building in downtown Chico, Calif., Prosperity Investment Management was founded by seasoned financial advisor Robert “Rob” B. Anderson, CFP®. ...
LG Display (LPL) - 2024 Q3 - Quarterly Report
2024-11-14 11:09
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of November 2024 LG Display Co., Ltd. (Translation of Registrant's name into English) LG Twin Towers, 128 Yeoui-daero, Yeongdeungpo-gu, Seoul 07336, Republic of Korea (Address of principal executive offices) Indicate by check mark whether the registrant files or will file annual reports un ...
LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez
GlobeNewswire News Room· 2024-11-13 13:56
SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors (Seapoint). Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets,* and they join LPL from U.S. Bank. Based in San Diego, Kirby and Alvarez are longtime colleagues who built their practice ...