LPL Financial Welcomes Guardian Partners Wealth Management [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
joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $240 million in advisory, brokerage and retirement plan assets*, and join LPL from Ameriprise. With the move, the father and son team launch Guardian Partners Wealth Management , an independent financial practice based in the Detroit suburb of Bloomfield Hills, Mich. Mitch, a 36-year veteran of the financial services industry, said the name was inspired by the team's desire to protect their clients' finances and help them achieve fiscal security through their retirement years. Wes joined his father about five years ago, and together with the help of office manager, Nicole Obarto, the team takes a holistic, education-driven approach to wealth management. “Our firm is a bit different in the sense that all our clients are nearing or in retirement, and our focus is on helping them make the most of their money – whatever their goals might be,” Mitch said. “Getting to know our clients,
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 5/14/24 - Form 8-K
- 5/14/24 - Form 4
- 5/14/24 - Form 4
- LPLA's page on the SEC website