“The combination of Gladstone and LPL provides us with access to knowledgeable and experienced team members and robust 资源 designed to help us differentiate our business and expand our offerings and service.” – John Tarantino
“I’m only as successful as my 工作人员, so it was important to find a partner who can help us save time and gain more efficiencies from integrated 技术. LPL使用ClientWorks和其他创新功能勾选了这个选项, 所有的连接都通过单点登录功能.——克里斯·拉蒙特
“这 move provides our team with access to more diverse products and allows us to make decisions in our clients’ best interests. m88体育手机版登入入口赞赏在如何构建和发展实践方面拥有更多的灵活性, including being able to provide more fee-based financial planning services.”
“Our goal is to equip our RIAs, institutional programs and independent advisors with the industry’s most diverse and compelling suite of wealth management solutions, giving them the ability to differentiate their practices and deliver exceptional service to their clients.——罗伯·佩特曼
“We proudly support our independent advisors and are committed to providing them with partnership through industry-leading capabilities and robust business 资源 designed to help them thrive.” – Angela Xavier
“We’ve found that LPL has a really robust online retirement planning portal and other enhanced 技术 offerings that will help us streamline our business to focus more on clients and make their investment experiences even better,——泰勒·戴利
Family-Run Vande Bossche Financial Planning Move to LPL
September 09, 2021LPL Financial
“LPL’s sophisticated capabilities and platforms will enable us to transform client experience and broaden investment options. We are excited for our clients to have a frictionless online experience and receive the highest level of customer service.——约翰·范德·博什
Corpus Christi Financial Group Finds New Home with LPL
September 07, 2021LPL Financial
“After extensive due diligence, the entire team determined that LPL would be the best partner to help us provide our clients with innovative 技术 solutions that allows them to aggregate, 在一个地方计划和跟踪他们所有的财务方面.——科里·萨默斯
"I am excited about this opportunity to have access to innovative 技术 and 资源 provided by LPL, especially the integration of eMoney and sophisticated planning tools designed to help clients visualize their savings, 减少财富和税收的策略." - Brandon Chase
“CUNA Mutual Group is a leader in its market, 我很荣幸有机会支持他们的事业. We look forward to supporting them in growing their capacity to serve a marketplace with an increasing demand for personalized advice.” – Rich Steinmeier
“The performance of our company is a testament to the extraordinary work our financial advisors do for their clients and the dedication of our team to deliver on our mission to take care of our advisors so they can take care of their clients.——丹·阿诺德
“We thank each of these advisors for their commitment to excellence and for being wonderful role models to future generations as they demonstrate the value of LPL’s independent platform in helping women reach their full potential in our industry.” – Angela Xavier
LPL金融控股公司. (纳斯达克:LPLA) (“公司”), 母公司LPL金融有限责任公司, today announced that BMO Harris Financial Advisors (BHFA) - the retail brokerage and advisory business of BMO Harris Bank (NYSE: BMO) - has joined LPL’s Institution Services platform.
LPL Financial Advisors Named to Barron’s List of Top Financial Advisors in America
“这 past year has been unprecedented and these LPL advisors have continued to elevate their business and demonstrate the value of the independent model in creating meaningful and long-lasting relationships.” – Angela Xavier
LPL金融控股公司. (纳斯达克:LPLA) 今天宣布其全资子公司LPL控股有限公司. (“LPL控股”), has completed its previously announced amendment of its revolving credit facility (the “credit agreement amendment”) and offering of senior unsecured notes (the “senior notes”).
“经过广泛的研究, m88体育手机版登入入口决定加入LPL Financial，因为m88体育手机版登入入口相信LPL Financial是一个致力于提供创新技术解决方案的行业领导者, exemplary advisor service and state-of-the-art management programs to help advisors provide objective guidance.——克雷格·申萨
领先的零售投资咨询公司和独立经纪自营商LPL Financial 有限责任公司, a wholly-owned subsidiary of LPL金融控股公司. (纳斯达克:LPLA), today announced that Chief Financial Officer Matt Audette 将present at the Wolfe Virtual FinTech Forum 2021 on March 10.
“We found LPL was the ideal fit, allowing us to do what we’ve been doing for decades—manage money in our client’s best interest—along with self-clearing capabilities and the ability to handle everything under one roof.——杰森·韦尔奇
“在LPL, he’ll help us create compelling ways to address our advisors’ unique needs and learn from their creative ideas in the spirit of developing innovative solutions that help them win in the marketplace.——丹·阿诺德
LPL金融控股公司. (纳斯达克:LPLA) (“公司”), 领先的零售投资咨询公司的母公司, 独立经纪交易商和注册投资顾问(RIA)托管人LPL Financial 有限责任公司, announced it will report fourth quarter and full year 2020 financial results after the market closes on 2月. 4.
“Coming from an established platform, it was important that I receive the support and affiliation of a strong and reputable partner such as LPL. The level of innovative 技术 has transformed how we open new accounts and how I manage my book of business.” – Bryan Schneider
LPL, Gladstone Wealth Partners Welcome Joe Mastroianni
“LPL’s innovative 技术 will greatly enhance how we run the practice day to day. And the Gladstone team’s dedicated support and 资源 are valuable to help me expand my business and build out the client experience.” - Joe Mastroianni
LPL Financial to Acquire Waddell & 里德的财富管理业务，并与麦格理建立长期合作伙伴关系
LPL金融控股公司.，一个领先的U.S. retail investment advisory firm, 独立经纪自营商, 和注册投资顾问(RIA)托管人, today announced it has entered into an agreement with Macquarie Asset Management to acquire the wealth management business of Waddell & 里德 Financial, 公司. 在麦格理完成对Waddell所有已发行和已发行的普通股的收购后 & 里德. 另外, LPL和麦格理已同意建立长期合作伙伴关系, 麦格理成为LPL顶级战略资产管理合作伙伴之一.
“Ben 分享s our commitment to putting the client at the center of everything we do and joins in our aspiration to evolve LPL’s trading capabilities to become a differentiated experience for advisors and their clients.——Dayton Semerjian
“这 prestigious award is a testament to each firm’s client-centric philosophy and demonstrates the value of the independent model to enable choice and personalized support to be able to create value with advisors and the investors they serve. 能为这些公司服务是我的荣幸.” – Andy Kalbaugh
“The move to LPL also gives me the opportunity to be in my own office and control all of the client-facing activities. LPL truly supports my independence and allows me to operate in the ways that I see as best for my business and clients.——小福雷斯特·威廉姆斯.
LPL Financial Partners with Slack to Offer Messaging Capabilities to Its Advisors and Institutions
“m88体育手机版登入入口专注于确保m88体育手机版登入入口的客户能够获得工具和解决方案，使他们的业务继续繁荣. Slack是一个理想的解决方案，可以将团队聚集在这个虚拟环境中, 为客户提供无缝的支持, while increasing the digital capabilities that will be the driving force of the advisor practice of the future.——伯特·怀特
“m88体育手机版登入入口也很高兴能够访问LPL的增强技术资源. 2019冠状病毒病(COVID-19)和与大流行相关的其他挑战, we found it is necessary to have strong 技术 to better support clients and meet their needs in the current environment.——Christopher Bialke
“这 move to LPL will make us more efficient and 将provide our team with even more information to support clients with education as well as personalized investment strategies that can help them work toward their goals.——杰夫·卡什曼
“These advisors demonstrate the important role advisors play in support of today’s investor as well as the opportunity the independent model presents to build a business with lasting value.” – Andy Kalbaugh
“在LPL和The Network的支持下, we are able to rebuild our approach to 技术 and offer a new client experience that will help them much more easily access and understand the performance of their accounts.——小马修·迈耶斯.
“We’re already receiving great feedback from our clients about the ease of navigation in LPL’s Account View, which is a convenient way for clients to access their financial information. 它的简单性和粒度确实使生活更容易. 西瓦克-托德
“We look forward to using LPL’s 技术 platform and taking advantage of how easy it is to use. Our clients will love having one access point to review their account holdings through a very friendly and attractive digital solution.” – David Winston
LPL Financial Provides $1M of Relief to Local and National Organizations in Response to COVID-19 Disruption
LPL and its charitable foundation, the LPL Financial Foundation have extended a combined $1 million in financial support to national and local organizations serving those in need during the COVID-19 crisis.
“m88体育手机版登入入口热烈欢迎Jack和JFC金融服务的整个家庭. m88体育手机版登入入口正在体验独立空间的品质之旅, and we are pleased to be their firm’s choice for enhanced service and support to be able to grow and deliver value to their clients.” – Rich Steinmeier
“Our industry is at a critical pivot point, and I look forward to being a part of a leadership team and an Operations group that is positioned to revolutionize how we do business in support of financial professionals and their clients.——朱迪·里基茨
“After looking around the industry, we believe LPL is ahead of the curve, and my entire team is excited about the enhanced digital efficiencies that will free us up to spend more time with our clients.——比尔·布莱思
LPL Financial Study Supports Proposed Tax Credits That Make 401(k) Auto Enrollment Cost-Effective for Small Businesses
“Cost and complexity are two of the main reasons why small businesses do not provide retirement plans to their employees. m88体育手机版登入入口的财务顾问每天都在为小企业主服务, we are working to support legislation that enables access to retirement plan savings for small business employees.——何佩琪
“作为一个公司, m88体育手机版登入入口致力于建立一个包容的文化，支持, inspires and respects diverse talent; one where employees are empowered to bring their whole selves to work so they can deliver their best for our financial professionals and their clients.——何佩琪
LPL金融控股公司. (纳斯达克:LPLA), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, announced today that Chief Financial Officer Matt Audette 将present at the Credit Suisse 21st Annual Financial Services Forum on 2月. 27.
“随着行业的变化, we need to make sure we’re with the best partners who can pivot quickly so we can continue offering the highest level of service. m88体育手机版登入入口相信LPL和Stratos将帮助m88体育手机版登入入口在未来取得成功.” – Anthony Truino
“I’m very excited about joining LPL Financial, 特别是公司在技术上的投资越来越多. 我能看出LPL正在倾听顾问们的需求, and 作为一个结果 they’ve built an incredible digital platform that streamlines processes and creates a better experience for our clients.——帕特·吉尔摩
“Our strategists are committed to delivering market insights that empower LPL advisors in their efforts to make informed, 根据客户独特的财务目标做出适当的风险决策.” – 约翰·林奇, LPL executive vice president and chief investment strategist
“LPL Financial, m88体育手机版登入入口能够把客户的需求放在第一位，并提供真正客观的财务建议. And LPL’s ability to continually invest in its 技术 platform will allow us to enhance the client experience through a combination of our advice and digital capabilities.——威尔·赫格
LPL金融控股公司. (纳斯达克:LPLA) 今天宣布其全资子公司LPL控股有限公司. (“LPL控股”)打算重新定价现有的 $1,B .定期贷款, increase the size of its revolving credit facility from $500 million to $750 million, extend the maturity date applicable to its term loan B and revolving credit facility, and make certain other changes.
“In today’s world, clients are demanding a digital experience that is very streamlined with user-friendly 技术. We examined the industry and it was clear that LPL Financial’s integrated 技术 package stood out as a leader, 特别是面向客户的系统.——Don Petricic
results for its third quarter ended September 30, 2019, reporting net income of $132 million, or $1.每股57. 这
compares with $107 million, or $1.2018年第三季度，该公司每股收益为1.46亿美元，合1美元.每股71元
“We are interested in LPL’s ability to assist with the valuation of practices and provide acquisition financing. We’ve had success with organic, 内部增长, 但m88体育手机版登入入口相信，合并或收购将使m88体育手机版登入入口走上显著增长的道路.——托马斯·瓦尔加
“We really appreciate the integrated 技术 and the ease of navigation within ClientWorks and Account View, which is what our clients see to track their portfolio. We love that we can pull different reports and performance numbers from one system." - Parker Inabnet
“We will continue to build and support the growth of our diverse network of advisors, 并创新开发新的方法来装备顾问们的工具, training and support they need to help families and individuals in underserved markets work toward achieving their financial goals.——凯瑟琳·泽马蒂斯
“Since coming back to LPL, I’ve also been so impressed with the company’s service transformation. The transition team has been outstanding and it’s clear that LPL has made it a priority to offer differentiated service and support.——托德·威尔霍特
“We believe LPL’s platform gives us the most open canvas to help our clients paint their financial futures. There are no proprietary products, so we are free to advise our clients and create portfolios that are truly catered to their needs.——Mark Sudol
LPL Financial Welcomes Financial Advisors Carter Johns, Michael Chu and John Gillis
September 09, 2019LPL Financial
“We want to grow and are looking to LPL’s size and scale to help us do that. We’re thrilled with LPL’s 技术—the ClientWorks platform has so many features that help us work quickly and efficiently. m88体育手机版登入入口非常喜欢语句和客户端门户提供的定制, 这让m88体育手机版登入入口更容易传达个人情感.”
“Most of my clients have been with me for a long time and expect personalized service. 与LPL, we are the customer and they help us navigate every option to ensure that we can meet our clients’ expectations.——布莱恩·格南特
“We believe that LPL is the best firm to elevate our wealth management services and capabilities. 与他们的合作, we have the freedom and flexibility to manage our clients in a way that helps them work toward their financial goals. And LPL’s culture of treating advisors as a valued client is a philosophy that addresses our needs, 让m88体育手机版登入入口更好地为客户服务.” – Brian Kasteler
“LPL的投资模型和工具涵盖了所有领域. 我有很多选择可以满足我客户的所有需求. 和WealthVision, I can consolidate all of a client’s information and assets in one central location. Seeing everything at once makes it easier to make informed recommendations.” – Scott Frayler
“阿希什·布拉干萨(Ashish Braganza)和m88体育手机版登入入口一样，热衷于把客户放在一切事情的中心. He is an innovative thinker and strong leader with a proven track record of leveraging data and analytics to drive revenue and deliver positive user experiences,——伯特·怀特, LPL董事总经理, 投资者 & 投资解决方案.
LPL Financial Welcomes Return of Salter Financial Group
“我相信, 我所见过的一切, LPL是一家非常关心其顾问的强大公司. I’m especially excited about the 技术 evolution and new capabilities that will help us be more efficient serving our clients.” - Phillip Salter, Salter Financial Group.
“LPL offers a platform that allows us the freedom to provide objective financial guidance to our clients. They also offer 技术 that lets us run our business efficiently and has the scalability to help us expand our firm.——布伦特·布鲁克希尔
“我发现LPL为提供退休计划的顾问提供了广泛的支持, including having consultants to work with who are focused on this area of the business and a wide range of 资源 that I can use to help my clients work toward their retirement goals.——史蒂夫·凯斯
"LPL has extensive investment tools, platforms and research that we believe will help us better serve our clients’ needs. The matrix of connected 技术 within the ClientWorks platform is huge." – Graham Nelson
“Angela拥有建立增值B2B关系的经验, m88体育手机版登入入口每天和顾问们一起工作的核心是什么, using our firm’s scale and expertise to help advisors grow their businesses,”安迪Kalbaugh说, managing director and divisional president, National Sales and 咨询
“我很高兴能加入LPL, a firm that is well respected in Washington and known for being a thought leader on issues related to the financial advice market and small business ownership. I look forward to the work we will do by leveraging the firm’s leadership positon to effect change for the industry, independent advisors and investors.——Nana Nyanin
“这 is an exciting time at LPL as the company is focused on growth and putting the advisor at the center of all they do. I look forward to working with the management team and my fellow board members to further the company’s mission and to continue the upward trajectory of the firm.——科里·托马斯
“We chose Wealthcare as our OSJ and the support of LPL because the combination provides us with the 技术, operational support and scalability to support our firm’s independent model and a platform that enables growth.” – Brent Shepherd
LPL金融控股公司. (纳斯达克:LPLA), parent company of leading retail investment advisory firm and 独立经纪自营商 LPL Financial 有限责任公司, announced today that Chief Financial Officer, Matt Audette is presenting at Citi’s 2019 Asset Managers, 代理经销商 & 交流会议 scheduled for 11:10 a.m. 当地时间2月27日，星期三，在纽约乐天纽约皇宫酒店.
LPL Financial's 50 State Network Empowers LPL Financial Advisors to Join Industry Advocacy Efforts
“With support and input from our national network of 16,000年金融顾问, we can help policymakers better understand the value of the work they do and nurture a conducive environment to be able to thrive as independent business owners by serving the needs of investors.-何佩琪，LPL执行副总裁，政府关系主管
LPL Financial Launches New Goals-Based Tool in Ongoing Development of Fully Integrated ClientWorks Connected
Offered as part of the core functionality of ClientWorks, Client Goals empowers advisors to drive meaningful conversations with clients as they work together to develop tailored actions that work toward a personal financial goal.
LPL金融控股公司. (纳斯达克:LPLA), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, announced today that Chief Financial Officer, Matt Audette is presenting at the Credit Suisse 20th Annual Financial Services Forum scheduled for 1:00 p.m. EST on Tuesday, 2月ruary 12 at the Ritz-Carlton Key Biscayne hotel in Miami, Florida.
“对于m88体育手机版登入入口来说，与一家将顾问视为客户的独立公司合作非常重要, 没有竞争. LPL is committed to serving us, making it possible to deliver a boutique experience to our clients and have the support to grow and incorporate new offices.-卡姆·温茨
LPL provides access to a wide range of products and services that I believe will help us have more control of our business and give our clients more choice as well.——史蒂夫·波洛克
LPL金融控股公司. (纳斯达克:LPLA), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, 总裁兼首席执行官, Dan Arnold is presenting at the Goldman Sachs US Financial Services Conference 2018, 预定11:30 a.m. EST on Wednesday, December 5, at the Conrad New York hotel in New York City.
“LPL’s 技术 has digitized solutions to help us manage the business and deliver a quality service experience to members. And their size and scale make it possible for us to access 资源 and solutions that can set us apart in the market and also add more value to our members.”— C. 大卫押三世
“The P3 partnership is a unique opportunity to support LPL’s efforts to increase diversity and grow our advisor population. m88体育手机版登入入口的军队和顾问都有为国服务的承诺, and we are proud to offer veterans a chance to transition to a new career through our Independent Advisor Institute.——Jeffrey Czajka, LPL副总裁，独立顾问研究所所长
“LPL’s capabilities and infrastructure lay a strong foundation for us to deliver on our client-first approach. 公司的工具和技术使m88体育手机版登入入口更容易管理m88体育手机版登入入口的业务, 这样m88体育手机版登入入口就能有更多时间关注m88体育手机版登入入口的客户.——Elizabeth Leventis
“人们的生活故事是m88体育手机版登入入口最感兴趣的. Some people are planning for retirement; others are just getting started. 如果30年后, m88体育手机版登入入口可以回顾所有m88体育手机版登入入口帮助过的人，他们的人生故事, m88体育手机版登入入口会知道m88体育手机版登入入口做对了.——adam Hawley, BMG Advisors的顾问
LPL is proud to welcome new EVP Scott Posner. “His knowledge and experience will help us further differentiate LPL by leading through innovation and centering the sales and transition process around the client experience.”
LPL Financial 有限责任公司, 领先的零售投资咨询公司和独立经纪交易商, 今天宣布有7位顾问加入LPL, 与创世纪财富管理公司结盟, 在LPL的经纪自营商和企业注册投资顾问(RIA)平台上的独立公司. The advisors include Robert Harlan, 约翰着陆器, 海蒂马龙, Youree麦克布莱德, 理查德Poligala, Geraldo Reyes and Max Rodriguez.
LPL Financial 有限责任公司, 领先的零售投资咨询公司和独立经纪交易商, 萨克曼今天宣布 & 儿子金融服务, a third-generation financial services firm, 是否加入了LPL的经纪交易商和企业注册投资咨询(RIA)平台. Sackman & Son reported that it served approximately $360 million of client brokerage and advisory assets as of July 30*.
LPL Names Richard Steinmeier Managing Director, Head of Business Development
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today announced Richard Steinmeier will join the firm as managing director and head of business development, 有效的8月中旬.
LPL金融控股公司. (纳斯达克:LPLA), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, announced today that Chief Financial Officer Matt Audette is presenting at William Blair’s 38th Annual Growth Stock Conference, scheduled for 11 a.m. EST on Wednesday, June 13, at The Four Seasons, Chicago.
LPL金融控股公司. (纳斯达克:LPLA)(“公司”), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, announced today that Chief Financial Officer Matt Audette is presenting at Bernstein’s 34th Annual Strategic Decisions Conference, scheduled for 10 a.m. (美国东部时间)，5月31日，周四，在纽约君悦酒店.
LPL Financial, 领先的零售投资咨询公司和独立经纪交易商, today announced that Tom Anderton and Ryan Howard 加入了LPL and aligned with 626 Financial, an independent firm on LPL’s broker-dealer and corporate advisory platforms.
LPL Financial Announces First Quarter 2018 Earnings Release Date and Conference Call
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA)(集体, “公司”), 该公司宣布将在5月3日股市收盘后公布第一季度财报. 公司将在下午5点召开电话会议讨论结果.m. 美国东部时间当天. Listeners can call (domestic) or (international) and use passcode 9793629.
LPL金融控股公司. (纳斯达克:LPLA) today announced that its 2018 annual meeting of stockholders will be held May 17 at noon ET at its offices located at 1055年LPL的方式 in 堡垒机, S.C. LPL has filed definitive proxy materials with the Securities and Exchange Commission related to the annual meeting.
LPL金融控股公司. (纳斯达克:LPLA)(“公司”), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, announced today that Matt Audette, 首席财务官, 将present at Citi’s 2018 Asset Managers, 代理经销商, & 3月4日星期四交易所会议. 1, 2018 at 11:10 a.m. (美国东部时间)在纽约乐天纽约宫.
LPL金融控股公司. (纳斯达克:LPLA)(“公司”), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, announced today that Matt Audette, 首席财务官, 将于周二出席瑞士信贷第十九届年度金融服务论坛, 2月. 13, 2018 at 11:20 a.m. (美国东部时间)在佛罗里达州迈阿密比斯坎的丽思卡尔顿酒店.
LPL财务公布第四季度财报 and Full Year 2017 Earnings Release Date and Conference Call
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA)(集体, “公司”), today announced it will report its fourth quarter and full year 2017 financial results after the market closes on Thursday, 2月. 1.
LPL Financial Welcomes Northwest Bank to its Institution Services Platform
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today announced Northwest Bank 是否加入了LPL的经纪/交易商和企业注册投资咨询(RIA)平台. 该银行报告称，根据之前的业务*，顾问提供了大约1美元的服务.截至10月，中国的客户经纪和咨询资产已达30亿美元. 4, 2017.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), 今天宣布了国家规划控股公司的其他顶级公司和顾问名单, 公司. (NPH)——来自美国投资中心公司(Investment Centers of America, 公司 .). and National Planning Corporation—that chose to join LPL. 每家公司或顾问都做了报告, 基于之前的业务*, having served more than $100 million of client brokerage and advisory assets.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today provided an update on financial advisors who chose to affiliate with the firm in the third quarter of 2017.
LPL金融控股公司. (纳斯达克:LPLA)(“公司”), parent company of leading retail investment advisory firm and independent broker/dealer LPL Financial 有限责任公司, 今日宣布，将于上午9点开始举办投资者和分析师日活动.m. 到12页.m. 美国东部时间11月30日. 在纽约市的汤森路透会议中心.
LPL Financial Announces Third Quarter 2017 Earnings Release Date and Conference Call
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA)
(集体, “公司”), today announced it will report its third quarter 2017 financial results after the market closes on Thursday, 10月. 26.
LPL金融控股公司. (纳斯达克:LPLA) 今天宣布其全资子公司LPL控股有限公司. (“LPL控股”), has completed the previously announced repricing of its senior secured credit facilities under its existing credit agreement, reducing the spread on its Senior Secured Term Loan B to 225 basis points over LIBOR from a spread of 250 basis points over LIBOR and reducing the spread on its Revolving Credit Facility to a range of 125 basis points to 175 basis points over LIBOR from a spread of 150 basis points to 200 basis points over LIBOR, 取决于LPL控股公司及其受限制子公司的有担保净杠杆比率.
LPL金融控股公司. (纳斯达克:LPLA) today announced the pricing of its previously announced offering (the “Offering”) of $400 million aggregate principal amount of Senior Unsecured Notes (the “notes”) to be issued by its wholly owned subsidiary, LPL控股公司. (“LPL控股”).
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today announced that Barton Spector Wealth Strategies has joined LPL’s broker/dealer platform and aligned with Stratos Wealth Partners, 在LPL的混合注册投资顾问(RIA)平台上的独立咨询公司.
领先的零售投资咨询公司和独立经纪/交易商LPL Financial 有限责任公司 today announced it has acquired the 独立经纪自营商 network of National Planning Holdings, 公司. (“一”). The transaction is structured as an asset purchase with an initial purchase price of $325 million.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today provided an update on financial advisors who chose to affiliate with the firm in the second quarter of 2017.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today released a report that shows an overwhelming majority of small business owners would be likely to adopt or enhance employee retirement plan coverage if they were provided increased tax incentives.
LPL Financial Announces Details and Fund Companies For Its Industry-First Mutual Fund Only Platform
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), 今日宣布了其行业首个共同基金(MFO)平台的细节, which has been designed to improve the way advisors offer mutual funds in brokerage accounts with participating fund companies.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA)(集体, “公司”), today announced it will report its second quarter 2017 financial results after the market closes on Thursday, 7月27日.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today announced Scott Seese will join LPL as managing director and chief information officer (CIO), effective July 10.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today announced that Cleveland-based firm Black Box Pension Advocates has joined LPL’s broker/dealer platform and aligned with Global Retirement Partners (GRP), LPL的混合RIA平台上的一家退休计划公司.
Leading retail investment advisory firm and independent LPL Financial 有限责任公司是LPL金融控股公司 .的全资子公司. (纳斯达克:LPLA), today announced that the firm’s Carolinas campus has earned LEED® Gold certification for its innovation in sustainable design strategies.
领先的零售投资咨询公司和独立经纪人/交易商LPL Financial today announced that Pennsylvania-based firm CFG has joined LPL’s broker/dealer platform and aligned with Independent Advisor Alliance (IAA), 在LPL的混合注册投资顾问(RIA)平台上的独立咨询公司.