&Partners Wins Teams From LPL Financial, Raymond James [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors , has added two advisor teams in the last two weeks. The Kerrigan Group, a team with about $250 million in pre-transition assets under management, joins from LPL Financial. The Valdosta, Ga.-based practice serves businesses and families across the Southeast, and is led by founder and partner Dan Kerrigan. He's joined by advisors Shannon Burnett-Fernandez and Kaleb Cowart, Client Relationship Manager Elizabeth Green, and Client Relationship Specialists Lauren Vickers and Keeli Wells. Separately, Forge Point Advisors, an Oil City, Pa.-based team with $600 million pre-transition AUM, also joined &Partners last week from Raymond James & Associates, the firm's employee channel. Forge Point is led by David Gunter and Steve Uzonyi, partners and managing directors. They're joined by advisor Alex Gunter, Office Manager and Senior Client Servi
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LPLA
News
- U.S. stocks hover at record highs after the Christmas holiday [Yahoo! Finance]Yahoo! Finance
- U.S. stocks hover at record highs in quiet trading after the Christmas holiday [CBS News]CBS News
- 3 Reasons We're Fans of LPL Financial (LPLA) [Yahoo! Finance]Yahoo! Finance
- Stock market today: Dow, S&P 500 notch records, Nasdaq gains as Wall Street flies high into Christmas holiday [Yahoo! Finance Canada]Yahoo! Finance Canada
- These three things will determine if the stock market rally will continue in 2026 [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 3
- 12/9/25 - Form 4
- LPLA's page on the SEC website