LPL Financial Welcomes Journey Financial
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, May 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Timothy J. Heisterkamp, CFP®, and Max Neese, CFP® have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Cambridge. Heisterkamp, an advisor since 1998, built the Jefferson, Iowa-based practice from the ground up after an initial career as a high school economics teacher. Neese's entry into the financial services sector was inspired early on by Heisterkamp, who was a guest speaker at Neese’s high school class to discuss the world of investing. “I was captivated by the concept of the time value of money and how investing may help your wealth potentially grow over time," Neese said. “I left the class thinking, ‘I want to do what that guy does.’” In college, Neese shadowed Heisterkamp, and two years ago he joined the practice full time as
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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