LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth [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
Woodend, CRPC ® , has joined LPL Financial's broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA) platform and infrastructure as part of his transition to Memphis Planning and Wealth , an established LPL and PAG aligned practice. Woodend reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Memphis, Tenn., Woodend is a second-generation financial advisor with 15 years of industry experience. He began his career by interning with his father throughout high school and college before roles in the bond business and ultimately transitioning into financial planning. Woodend serves primarily pre-retirees and retirees, with a long-term goal of expanding to younger clients nearing major life milestones. His practice centers on ethical guidance, risk-adjusted financial planning and deep personal relationships — strengthened by his habit of maintaining detailed
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LPLA
News
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- LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Director [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 3/4/26 - Form 4
- 3/2/26 - Form 144
- 2/27/26 - Form 4
- LPLA's page on the SEC website