Kristy Motta, of Beaverton, Oregon-based Consolidated Financial Management, has been recognized in Forbes Best-in-State Wealth Advisors list for the third consecutive year [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:
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Source: Yahoo! Finance
one of the top advisors in Oregon in the Forbes Best-in-State Wealth Advisors list for 2024. Kristy has made the list for three consecutive years, as well as additional top list recognitions such as Forbes Best-in-State Women Advisors and Top Women Advisors lists. “It is an honor to receive such recognition and position ourselves among Oregon's most elite advisors,” says Kristy Motta. “Our number one goal is to help our clients reach their financial goals, so I am proud to have been recognized as one of the top advisors in the state.” The Forbes Best-in-State Wealth Advisors list provides a state-by-state ranking of the nation's top financial advisors based on an algorithm that assesses advisor-related criteria. The criteria includes experience, credentials, industry certifications, and assets under management. As a leading financial advisor in Oregon, Kristy provides comprehensive financial services, including estate planning, retirement planning, and investment management, to corp
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LPLA
News
- LPL Financial (LPLA) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Strategic Wealth Partners [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Strategic Wealth PartnersGlobeNewswire
- The US economy may end up caught in a dreaded period of stagflation. 2 experts outline the scenario, and how to keep your money safe [Business Insider]Business Insider
- Why LPL Financial (LPLA) Could Beat Earnings Estimates Again [Yahoo! Finance]Yahoo! Finance
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