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LPLA Oct 2024 310.000 call
- GlobeNewswire
Father, Daughter Advisors Join Linsco by LPL Financial
SAN DIEGO, July 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and daughter financial advisors James (Jim) Zack and Amanda Zack have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch The Zack Wealth Group. They reported serving approximately $290 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Washington, D.C., Jim Zack is a seasoned advisor who has always been intrigued by the stock market.
- GlobeNewswire
LPL Financial Welcomes First Summit Capital Management
SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The First Summit advisors reported having served approximately $380 million in advisory, brokerage and retirement plan assets* and join LPL from PNC Investments. First Summit Capital Management in Wilmin
- GlobeNewswire
Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
SAN DIEGO, June 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Danielle Qualls has joined LPL Financial’s broker-dealer, RIA and custodial platforms, teaming up with existing firm Bergkamp Financial. She reported having served approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. A Kansas native, Qualls started her career in corporate accounting before making the switch to wealth management
