LPL FINANCIAL WELCOMES FINANCIAL ADVISOR MICHAEL KOSTICH
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
CHARLOTTE, N.C. , April 20, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisor Michael Kostich, Jr. has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms. He reported having served approximately $130 million in brokerage, advisory and retirement plan assets*. He joins from Avantax Investment Services, part of Blucora. Kostich, owner of Wealth Planning Advisors, worked in traditional accounting roles right out of college before launching his own practice at age 29. In 2010, he purchased his mentor’s business in Pinehurst, N.C., and he has expanded the practice to include two additional licensed representatives and a licensed assistant. The firm offers financial planning, estate planning and tax consulting from offices in Pinehurst and the Outer Banks, N.C. The team moved to LPL to enhance service and to help provide stabilit
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LPLA
News
- Matthew Morningstar Joins LPL as Chief Legal Officer [Yahoo! Finance]Yahoo! Finance
- Matthew Morningstar Joins LPL as Chief Legal OfficerGlobeNewswire
- A Key Piece to the Stock Market's December Rally Is Beginning to Fall Into Place [Yahoo! Finance]Yahoo! Finance
- SoFi's stock drops on $1.5 billion share sale announcement [MSNBC.com]MSNBC.com
- SoFi's stock drops on $1.5 billion share sale announcement [CNBC]CNBC
LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/5/25 - Form 144
- 12/5/25 - Form 144
- 12/3/25 - Form 4
- LPLA's page on the SEC website