LPL Financial Welcomes Windward Wealth Advisors [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
Lisa Sninski have joined LPL Financial's broker-dealer, RIA and custodial platforms. They reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Based in Brick, N.J., Erick and Eugene have worked together as a team for approximately 17 years, with Lisa (Eugene's sister) joining three years ago. All three have deep ties to the community and have grown their practice by cultivating meaningful relationships with local businesses, charities and schools. They use a diversified, risk-based wealth management process to help pre-retirees establish wealth, transition to retirement and plan for their legacy. In moving to LPL, the three managing partners are proud to launch Windward Wealth Advisors with a nautical theme that pays homage to their seaside community. “Much like a sailor going into the wind will need experience and skill, an advisor needs to be able to change their approach based on market fluctuatio
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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