LPL FINANCIAL AND INDEPENDENT ADVISOR ALLIANCE WELCOME SILVERROCK WEALTH PARTNERS
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
investor.lpl.com
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Source: GlobeNewswire
CHARLOTTE, N.C., March 10, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that SilverRock Wealth Partners has joined LPL Financial’s broker-dealer, aligning with Independent Advisor Alliance (IAA), an enterprise registered investment advisor (RIA) firm offering support and services to advisors leveraging LPL Financial’s platform. The advisors reported having served approximately $150 million in brokerage and advisory assets*. They join from Spire Securities and used TD Ameritrade as their custodian. Founded by President and CEO Derek Copeland, the Charlotte-based team serves many NFL clients and other professional athletes. Copeland’s fellow financial professionals both have sports backgrounds: Chris Carpenter pitched for the Boston Red Sox and Brenton Bersin is a former Carolina Panthers wide receiver. They are joined by operations manager Lisa Oviatt and Lori Copeland, director of marketing.
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LPLA
News
- US economy grew by just 1.6% in the first quarter, a much slower pace than expected [CNN]CNN
- Stock market today: US indexes drop as 1st-quarter GDP growth comes in weaker than expected [Yahoo! Finance]Yahoo! Finance
- The DOL's Final Fiduciary Rule Is Here. See What's Inside! [Forbes]Forbes
- US economy grew by just 1.6% in the first quarter, a much slower pace than expected [Yahoo! Finance]Yahoo! Finance
- GDP growth slowed to a 1.6% rate in the first quarter, well below expectations [MSNBC.com]MSNBC.com
LPLA
Earnings
- 2/1/24 - Beat
LPLA
Sec Filings
- 3/28/24 - Form DEFA14A
- 3/28/24 - Form ARS
- 3/28/24 - Form DEF
- LPLA's page on the SEC website