PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investor.lpl.com
Company Research
Source: Yahoo! Finance
team and is excited to welcome Brett Elliott as a Financial Advisor coming from Edward Jones. Mr. Elliott began his financial services career in 2017 with Dunham and Associates where he supported the mutual fund business. He later became a financial advisor in 2020 with Edward Jones and managed wealth for executives, business owners and individuals. He found much success focusing on helping his clients transform their financial future and work toward their personal-financial goals with an approach tailored towards their individual investment journeys. It was at Edward Jones where Mr. Elliott established a relationship with Justin Peek, CEO and Founder of PEEK WEALTH. After nearly two decades with Edward Jones himself, Mr. Peek launched his own independent financial advisory firm, PEEK WEALTH, in 2022. The business has experienced immense growth since then and, with continual expansion, is now adding Mr. Elliott to the line-up. PEEK WEALTH takes incessant concentration on serving the
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LPLA
News
- The world's stock markets are so hot that even China's on a rally. Analysts say it's not over yet. [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Cornerstone Financial Advisers [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Cornerstone Financial AdvisersGlobeNewswire
- Housing has a problem bigger than interest rates [Yahoo! Finance]Yahoo! Finance
- Dow hits 40,000 on earnings boost, rate cut bets: Instant view [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 5/20/24 - Form 8-K
- 5/14/24 - Form 8-K
- 5/14/24 - Form 4
- LPLA's page on the SEC website