LPL Financial Welcomes Five Independent Teams With $700 Million of AUM
SAN DIEGO, March 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that seven financial advisors from five firms have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- SAN DIEGO, March 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that seven financial advisors from five firms have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
- They collectively reported serving approximately $700 million in advisory, brokerage and retirement plan assets*, and join LPL from Osaic.
- “When we started making a list of potential new partners to research, I made sure to include LPL.
- After our initial conversation, we visited LPL headquarters where we were able to meet with various teams, interact with the technology and ask questions.