LPL Welcomes Emerald Legacy Advisors
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, April 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network. Based in Kansas City, Mo., Emerald Legacy Advisors is built on decades of experience and intergenerational ties within the financial services industry. Managing partners Jim McMurtry, CFP® and Allie Konieczka — daughter of McMurtry’s retired longtime business partner, Colleen Konieczka — lead the firm alongside McMurtry’s daughter, Michelle Reek, carrying the practice’s esteemed legacy forward. The firm officially rebranded to Emerald Legacy Advisors in January 2024, reflecting the firm’s intergenerational roots and long-term vision. McMurtry, Konieczka and Reek deliver comprehensive financial pla
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LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 4/16/26 - Form 4
- 4/15/26 - Form 144
- 4/14/26 - Form 144
- LPLA's page on the SEC website