Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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investor.lpl.com
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Source: GlobeNewswire
SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services. The team reported having served approximately $830 million in advisory, brokerage and retirement plan assets* while at Janney Montgomery Scott. Based in New Haven, Conn., the quartet of experienced advisors share a commitment to providing personalized, concierge-level service to their clients. The 2024 Forbes Best-In-State Wealth Management Team takes a collective approach to help ensure that each client receives hands-on attention for their unique financial needs. “We are relentless in our focus to help clients work toward their financial aspirations,” said English. “We believe success i
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 5/14/24 - Form 8-K
- 5/14/24 - Form 4
- 5/14/24 - Form 4
- LPLA's page on the SEC website