Burlwood Wealth Launches With Support From LPL Strategic Wealth Services [Yahoo! Finance]
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: Yahoo! Finance
practice, Burlwood Wealth , through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services . He reported having served approximately $275 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. After beginning his career in Silicon Valley, followed by a brief stint in medical sales, Sheffield recognized his calling as a financial advisor in 2005. He said it was the perfect job to combine his skillset in critical thinking with his passion for relationship building and making connections. “I love the intellectual challenge of investing, and I enjoy seeing people fulfill their plans in retirement while enjoying their hard-earned capital,” said Sheffield, who works primarily with physicians, attorneys, small business owners and widows. “I take a comprehensive approach to investment management, working closely with centers of influence to help clients understand their entire financial situation and invest according to the
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 5/14/24 - Form 8-K
- 5/14/24 - Form 4
- 5/14/24 - Form 4
- LPLA's page on the SEC website