The Financial Services Network Welcomes Tim Baumert VP of Portfolio Consulting Services
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: PR Web
SACRAMENTO, Calif. (PRWEB) December 02, 2021 The Financial Services Network is thrilled to announce that Tim Baumert has joined their Portfolio Consulting team as VP, of Portfolio Consulting (PC) services. Baumert has nearly three decades of experience as an investment officer with two pension funds – Oregon State, CalSTRS, and senior-level positions at firms such as BlackRock and State Street. As PC continues to grow and expand their offerings, Baumert's multifaceted experience will elevate the investment team, as well as increase the caliber of support provided to advisors. "I'm amazed by how well everyone here is aligned with The Network's mission. Joining PC has been a collaborative process, which is perfect as I hold teamwork paramount," he said. "With my institutional background, I'm looking forward to working within a boutique firm focused on growth so I can directly see my impact.""Tim is a highly accomplished financial services professional that will lead our team through ou
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LPLA
News
- Why LPL Financial (LPLA) Could Beat Earnings Estimates Again [Yahoo! Finance]Yahoo! Finance
- FOREX-Japan's yen hits new 34-year low; US dollar rises after inflation data [Yahoo! Finance]Yahoo! Finance
- US economy grew by just 1.6% in the first quarter, a much slower pace than expected [CNN]CNN
- Stock market today: US indexes drop as 1st-quarter GDP growth comes in weaker than expected [Yahoo! Finance]Yahoo! Finance
- The DOL's Final Fiduciary Rule Is Here. See What's Inside! [Forbes]Forbes
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