LPL Financial Welcomes Legacy Retirement Planning
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based in Plano, Texas, Eggers began his career as a financial advisor in 1990 and considers it an honor to manage the wealth for approximately 300 families. He works alongside of Operations Manager Matthew Ford, and they both firmly believe it’s their responsibility to always put clients first in every decision. The move to LPL helps set the tone for the next chapter for Legacy Retirement Planning. “I was at LPL for 18 years previously and had a wonderful experience the first time. It feels like I’m coming back home,” Eggers said. “LPL has significantly enhanced service experiences in recent years and created a more streamlined oper
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LPLA
News
- LPL Financial Announces First Quarter 2024 ResultsGlobeNewswire
- LPL Financial (LPLA) Q1 Earnings on the Horizon: Analysts' Insights on Key Performance Measures [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Strategic Wealth Partners [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Strategic Wealth PartnersGlobeNewswire
- The US economy may end up caught in a dreaded period of stagflation. 2 experts outline the scenario, and how to keep your money safe [Business Insider]Business Insider
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