Ashworth Financial Group Launches With Support of LPL Strategic Wealth Services
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 27, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, today announced that financial advisors Mike Ashworth CFP®, Steve Collie CFP® and Katheryn Gordon have launched Ashworth Financial Group with support from LPL Strategic Wealth Services, a new affiliation model designed to support the unique needs of established wirehouse- or employee channel-based advisors seeking independence. The team will leverage LPL’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, while also leveraging the firm for ongoing business management services and support. The team reported having served approximately $300 million in brokerage, advisory and retirement plan assets*. They join from Wells Fargo Advisors. Ashworth, the firm’s founder and managing director, entered the industry in 1998, right out of college. He established his business in Raleigh, N.C., and later
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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