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12.06.25 - 14:57
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LPL Financial Welcomes Runyan Capital (GlobeNewswire EN)
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SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities....
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05.06.25 - 14:57
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LPL Financial Welcomes Loomis Wealth Management (GlobeNewswire EN)
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SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of Loomis Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company....
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02.06.25 - 14:57
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Arv Private Wealth Launches with Support from LPL Strategic Wealth (GlobeNewswire EN)
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SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial's supported independence model, LPL Strategic Wealth. They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. ...
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29.05.25 - 00:06
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XFRA: DIVIDEND/INTEREST INFORMATION - 30.05.2025 - EQUBF_01 (XETRA)
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Das Instrument 7LI US50212V1008 LPL FINANCIAL HLDS DL-,01 EQUITY wird cum Dividende/Zinsen gehandelt am 29.05.2025 und ex Dividende/Zinsen am 30.05.2025
The instrument 7LI US50212V1008 LPL FINANCIAL HLDS DL-,01 EQUITY has its pre-dividend/interest day on 29.05.2025 and its ex-dividend/interest day on 30.05.2025...
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28.05.25 - 14:57
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LPL Financial Welcomes Mai Park Capital to Linsco Channel (GlobeNewswire EN)
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SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL's employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to launch Mai Park Capital. She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch....
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27.05.25 - 14:57
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LPL Financial Welcomes Beamish Wealth Management to Linsco Channel (GlobeNewswire EN)
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SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Colin Beamish, CFP®, has joined LPL's employee advisor channel, Linsco by LPL Financial, to launch Beamish Wealth Management of LPL Financial. He reported serving approximately $445 million in advisory, brokerage and retirement plan assets* and joins LPL from City National Securities, Inc., a subsidiary of RBC. ...
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22.05.25 - 14:57
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LPL Financial and Momentum Wealth Partners Welcome Beacon Financial (GlobeNewswire EN)
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SAN DIEGO, May 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Beacon Financial has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The Beacon Financial team of 10 advisors reported having served approximately $850 million in advisory, brokerage and retirement plan assets* and joins LPL from Cetera....
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