LPL Financial Welcomes Hickory Ridge Wealth Partners [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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investor.lpl.com
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Source: Yahoo! Finance
He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Benjamin F. Edwards & Co. With the move, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment planning and wealth management for individuals, multigenerational families, non-profits and corporations. He is supported by Client Services Associate Barbara Fish. Souma has been in the financial services industry since 2004 and is passionate about educating clients and helping them on the path to financial independence. His services include advisory portfolios, financial planning, investment strategies, retirement planning and tax strategies. He firmly embraces the principle of putting his clients first and working with them in an atmosphere characterized by integrity and mutual respect. Recognizing a need for a new wealth management partner, Souma interviewed several firms before choosin
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 5/2/24 - Form 10-Q
- 4/30/24 - Form 8-K
- 3/28/24 - Form DEFA14A
- LPLA's page on the SEC website