LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs

New offering provides innovative planning solutions to support business owners from scale to saleSAN DIEGO, Feb. 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its network of nearly 29,000 financial advisors provide personalized support to their clients who are Chief Executive Officers (CEOs) and/or have founded their own businesses. There are more th ...