LPL Financial Closes Acquisition of Crown Capital Securities
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of?Crown Capital Securities, L.P. (“Crown Capital” or “Crown”) a full-service broker-dealer and registered investment advisor (“RIA”) headquartered in Orange County, California.? "We continue to be impressed with Crown Capital's growth mindset and deep commitment to the value of independence for financial advisors," said Rich Steinmeier, LPL Financial managing director and divisional president, Business Strategy & Growth. "Through LPL's advisor-first focus and by leveraging our innovative platform and specialized services, the high-performing advisors at Crown Capital Securities are even better positioned to scale their thriving businesses." “Since the inception of Crown Capital Securities, our ambition has been to offer best-in-class experiences to our advisors built upon our unique family culture and their clients whil
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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