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Stock impact report

LPL Financial Welcomes Advisor Trey Pope [Yahoo! Finance]

LPL Financial Holdings Inc. (LPLA) 
Last lpl financial holdings inc. earnings: 4/30 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lpl.com
Company Research Source: Yahoo! Finance
joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based outside of Huntsville, Alabama, Pope brings more than a decade of industry experience and serves a diverse client base that includes engineers, medical professionals, government employees and retirees, many of whom are in their peak earning years or planning for retirement. His practice is built around long-term relationships and a planning-first approach designed to help clients align their financial strategies with their personal values, long-term goals and legacy objectives. “Every relationship starts with listening,” said Pope. “Before we ever talk about investments, I want to understand what matters most to my clients — their goals, concerns and aspirations. From there, I use comprehensive planning and disciplined analysis to clearly show where they are Show less Read more
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