LPL Welcomes Forest Lake Wealth Partners to Linsco [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
investor.lpl.com
Company Research
Source: Yahoo! Finance
advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners . She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. Located in Albany, N.Y., Forest Lake Wealth Partners serves a wide range of clients across the country, including families, business owners, and trade unions. This diverse client base highlights the firm's commitment to addressing a broad spectrum of financial needs. Mirabile, who has over 30 years of experience and is the fifth financial advisor in her family, continues a legacy of trusted financial guidance. The team is dedicated to treating each client as an individual, deliberately avoiding short-lived financial trends in favor of a practical, common-sense approach to financial planning. “We recognize that every client is unique, so we create tailored financial plans designed to meet their individual needs. Our team is dedicated to going above and beyond, offering clients a com
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LPLA
News
- Bill Morrissey Exits LPL Financial Following Atria Integration [Yahoo! Finance]Yahoo! Finance
- LPL Financial (NASDAQ:LPLA) was upgraded by analysts at UBS Group AG to a "hold" rating.MarketBeat
- LPL Financial (NASDAQ:LPLA) had its "overweight" rating reaffirmed by analysts at Barclays PLC.MarketBeat
- LPL Financial Stock Is Near A Record High. It Advises The Advisors. [Yahoo! Finance]Yahoo! Finance
- LPL Welcomes Forest Lake Wealth Partners to LinscoGlobeNewswire
LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 3
- 12/9/25 - Form 4
- LPLA's page on the SEC website