LPL Financial Welcomes HPK Provident Advisors
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
CHARLOTTE, N.C., Dec. 02, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that HPK Provident Advisors has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The team reported having served approximately $230 million in advisory and brokerage assets*, and joins LPL from FSC Securities Corporation, part of the Advisor Group network of broker-dealers. The family-led business dates back to the early 1960s when Ron Zucchelli founded the Western Pennsylvania-based practice. His son-in-law and grandson, David Harper and Colin S. Harper CFP®, followed his footsteps as financial advisors and are honored to continue his legacy after his 2012 retirement. They were joined shortly after by fellow advisors Michael Kutch CFA and Brian Paluso CFP®, CLU, RICP, AIF, and the firm has expanded to include another registered office in Sarasota, Fla. “The investment landscape has grown incredibly complex over the years, so
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LPLA
Earnings
- 2/1/24 - Beat
LPLA
Sec Filings
- 3/28/24 - Form DEFA14A
- 3/28/24 - Form ARS
- 3/28/24 - Form DEF
- LPLA's page on the SEC website