LPL Financial Welcomes Advisor Philip Nation [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
LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial. The Raleigh, N.C.- based advisor started his career in 1987, offering everything from insurance to education planning to debt management. Over the years as his client base evolved, Nation shifted focus to retirement planning. “I enjoy helping my clients preserve and manage their wealth and better position their income so they can live comfortably in their retirement,” said Nation, who serves approximately 180 individuals. With no plans to retire — “People retire to find more time to do the things they love, but I love and enjoy what I do,” he says — Nation determined it would be better for his clients and contingency plan if he was part of a larger team. His due diligence process led him to Founders Financial Alliance and LPL Fina
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LPLA
News
- LPL Financial (LPLA) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Strategic Wealth Partners [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Strategic Wealth PartnersGlobeNewswire
- The US economy may end up caught in a dreaded period of stagflation. 2 experts outline the scenario, and how to keep your money safe [Business Insider]Business Insider
- Why LPL Financial (LPLA) Could Beat Earnings Estimates Again [Yahoo! Finance]Yahoo! Finance
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