LPL Financial Welcomes Strategic Wealth Partners [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
investor.lpl.com
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Source: Yahoo! Finance
The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP®, occupied various leadership, recruitment and mentorship roles throughout his career before stepping back to work more closely with individuals and multi-generational families. He is joined by fellow advisor R.E. “Mike” Woodard III, CFP®, and a six-member office staff. Based in Dallas, with an additional registered office in Minden, La., the Strategic Wealth Partners team offers personalized, in-depth financial planning and investment analysis. They take a holistic approach to wealth management and act as a quarterback for their clients' financial needs by working closely with CPAs and attorneys to provide a comprehensive financial picture. After learning Lincoln would be acquired, Rayburn and team embarked on a due diligence quest that led t
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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