LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
David Crouse have joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , an existing firm supporting LPL-affiliated advisors. They reported serving approximately $415 million in advisory, brokerage and retirement plan assets*, and join LPL from PNC Investments. With the move, the team – which shares more than 75 years of combined financial services experience – launches Sussex Wealth Partners , an independent financial practice based in the Sussex County town of Lewes, Del. The new practice, located inside a former art gallery, was designed by the team's partner and office manager, Natalie Fowler, and brought to life by her husband, Anthony. The space gives an elevated and intimate feel – much like the experience the Sussex Wealth team strives to offer its wide variety of clients. “Our clients range from farmers, professionals, retirees and regular working people, and our goal is to provide each of them with a personal and tailo
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LPLA
News
- April US jobs report shows looser labor market, good news for Fed [Yahoo! Finance Canada]Yahoo! Finance Canada
- April US jobs report shows looser labor market, good news for Fed [Reuters]Reuters
- LPL Financial Holdings Inc. Just Recorded A 8.5% EPS Beat: Here's What Analysts Are Forecasting Next [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Guardian Partners Wealth Management [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Guardian Partners Wealth ManagementGlobeNewswire
LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 5/2/24 - Form 10-Q
- 4/30/24 - Form 8-K
- 3/28/24 - Form DEFA14A
- LPLA's page on the SEC website