Advisors (and licensed staff members) transitioning to LPL — use this portal to track your transition progress. You’ll also find valuable resources to help you every step of the way.
Start your due diligence by filling out our completely confidential, non-binding Advisor Profile. Our Business Development team will follow up to discuss with you.
SAN DIEGO, Sept. 15, 2020 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today released its monthly activity report for August 2020.
SAN DIEGO, Sept. 02, 2020 (GLOBE NEWSWIRE) -- Leading retail investment advisory firm and independent broker-dealer LPL Financial LLC, a wholly-owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ), today announced that Chief Financial Officer Matt Audette will present at the Barclays
Lucia Securities serves more than $1.5 billion of client assets 100 percent of the advisors with Lucia Securities have committed to join LPL Anticipated transaction multiple continues to be ~6x post-synergy EBITDA SAN DIEGO, Aug. 20, 2020 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc.
