LPL Financial Welcomes Advisor Chris Kitaeff [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
With the move to LPL, Kitaeff joins Maher Wealth Management as a managing director. He reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Kitaeff is a second-generation advisor who fell in love with wealth management at a young age and followed his father's footsteps into the industry. He started his career on Wall Street as a hedge fund analyst before joining his father's practice in 2009. “It's been amazing getting to spend the last 15 years sharing a wall with my father who is now retiring after a storied career in wealth management,” Kitaeff said. “As someone who loves to love, I really enjoy making personal connections and developing friendships with my clients.” Kitaeff has received the Forbes Best-in-State Advisor Award for four consecutive years, from 2021 to 2024. Looking to continue that success and provide his clients with more financial freedom on an independent platform, Kitaeff took steps
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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