LPL Welcomes Pilot Financial [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
SAN DIEGO, May 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced today that Pilot Financial , a large network of 105 advisors nationwide, has joined LPL Financial's broker-dealer, RIA and custodial platforms. The advisors reported serving approximately $4.6 billion in advisory and brokerage assets* and join LPL from Lincoln Financial. “LPL is a stable partner, Fortune 500 company and leading wealth management firm with a proven track record as a preferred service provider for financial professionals,” Pilot Financial Partner and Manager Chris Roney said. “This move will greatly enhance our ability to service accounts more effectively, resulting in more convenience for clients and easy account access at their fingertips. Our advisors are also highly interested in the vertical integration of LPL's digital capabilities, along with the flexibility to develop more personalized financial strategies.” Headquartered in Greensboro, N.C., Pilot Financial's
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 6/14/24 - Form 4
- 6/14/24 - Form 144
- 6/7/24 - Form 4
- LPLA's page on the SEC website