LPL Financial Welcomes Legacy Retirement Planning [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
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 operating system within a next level platform that will benefit future generations. I really appreciate the growth of the company, the positive attitude o
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LPLA
News
- LPL Financial Announces First Quarter 2024 Results [Yahoo! Finance]Yahoo! Finance
- 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
LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 4/30/24 - Form 8-K
- 3/28/24 - Form DEFA14A
- 3/28/24 - Form ARS
- LPLA's page on the SEC website