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LPL Financial Holdings Inc. (LPLA)
- GlobeNewswire
LPL Financial Welcomes Hickory Ridge Wealth Partners
SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Benjamin F. Edwards & Co. With the move, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment
- Zacks
Analysts Estimate LPL Financial Holdings Inc. (LPLA) to Report a Decline in Earnings: What to Look Out for
LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
- GlobeNewswire
LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
SAN DIEGO, April 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Chris Mukoda, Brad Travis, Jr., CFP®, and David Crouse have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $415 million in advisory, brokerage and retirement plan assets*, and join LPL from PNC Investments. With the move, the team – which shares m
