13 LPL Financial Advisors Recognized By Financial Times
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
CHARLOTTE, N.C., April 17, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that 13 of its affiliated advisors have been included in this year’s Financial Times’ Top 400 Financial Advisors list. LPL Financial advisors included on the 2020 list, listed alphabetically: Michael Bonevento, Intellectual Capital Group, Wall, N.J.Patrick Broeske, Lakeside Wealth Management, Fond du Lac, Wis.Shon Flaharty, Flaharty Asset Management, Clearwater, Fla.Daniel Gensler, The Gensler Group, Coronado, Calif.Grant Hartvigson, Rainier Financial Group, Seattle, Wash.Susan Kaplan, Kaplan Financial Services, Newton Lower Falls, Mass.David La Pointe, La Pointe Wealth Advisors, Temecula, Calif.Peter Ledebuhr, Ledebuhr Wealth Management, Naperville, Ill.Bennett Marks, Marks Group Wealth Management, Minnetonka, Minn.Lisa Policare, Penn Wealth Planning, New Hope, Penn.Andy Schwartz, Bleakley Financial Group, Fairfield, N.J.J
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/5/25 - Form 144
- 12/5/25 - Form 144
- 12/3/25 - Form 4
- LPLA's page on the SEC website