Heritage Private 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, Heritage Private Wealth , through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth Services . He reported having served approximately $820 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Midland, Texas, the father of three is a third generation Midlander with deep ties to the community. Ortloff started his career in financial services in 2006 right out of college and has steadily built his business serving high-net-worth multigenerational families in oil and gas. He specializes in providing personalized wealth management services that range from diversification strategies and concentrated stock positions to legacy planning and charitable giving. He is supported by a dedicated team that includes Director of Client Relations Gloria Folsom and Wealth Manager Assistants Allison Gordon and Rachael Sawyer. “I've always enjoyed building long-term relationships with my clients and helping th
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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