SAN DIEGO, Sept. 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ: LPLA) (“LPL Financial” or “LPL”) today announced that the firm has entered into a definitive agreement to acquire The Investment Center, Inc., (“The Investment Center”) a broker-dealer and registered investment adviser based in Bedminster, N.J. “The Investment Center fosters an entrepreneurial approach that has driven their success in reaching nearly $9 billion in assets,” said Rich Steinmeier, managing director and chief growth office ...

SAN DIEGO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Kelly Compton has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. He reported having served approximately $150 million in advisory and retirement plan assets* and joins LPL after owning his RIA, WCM Wealth Management, which custodied with Schwab Advisor Services. Based in San Antonio, Comp ...

SAN DIEGO, Aug. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for July 2024. Total advisory and brokerage assets at the end of July were $1.53 trillion, an increase of $31.5 billion, or 2.1%, compared to the end of June 2024. Total net new assets for July were $9.0 billion, translating to a 7.2% annualized growth rate. This included $0.6 billion of assets th ...

SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets* and join LPL from Lincoln Financial, now part of Osaic. Headquartered in Lutherville, Md., Academy Financial was founded in 1992 by U.S. Military Academy g ...

文章核心观点 - 4Point Wealth Management是一家成立于2006年的独立财富管理公司,总部位于北卡罗来纳州的戴维森市[2] - 该公司由三名资深财务顾问组成,拥有50多年的行业经验,专注于全面的退休规划、资产配置分析、高管薪酬和目标导向的财务规划[2] - 公司决定加入LPL Financial的Strategic Wealth Services(SW)独立支持模式,以获得更多的自主权和灵活性,并获得LPL的先进技术和战略业务资源支持[4][5][6] - LPL Strategic Wealth Services为公司提供了一个集自主创业与全方位业务服务于一体的解决方案,帮助公司在运营和战略层面蓬勃发展[6] - 公司表示这一新的合作关系将使他们能够更多地专注于为客户提供个性化的金融策略,并提供更多新的产品和服务[7] 公司概况 - 4Point Wealth Management成立于2006年,总部位于北卡罗来纳州的戴维森市[2] - 公司由三名资深财务顾问组成,拥有50多年的行业经验,专注于全面的退休规划、资产配置分析、高管薪酬和目标导向的财务规划[2] - 公司一直致力于为每位客户提供量身定制的财富管理服务,并通过提供优质服务和建立深厚的客户关系来推动业务有机增长[3] 合作背景 - 公司于2021年选择独立运营,寻求更大的自主权和灵活性来发展业务[4] - 公司决定加入LPL Financial的Strategic Wealth Services(SW)独立支持模式,获得LPL的先进技术和战略业务资源支持[4][5][6] - LPL Strategic Wealth Services为公司提供了一个集自主创业与全方位业务服务于一体的解决方案,帮助公司在运营和战略层面蓬勃发展[6] 合作优势 - 公司表示这一新的合作关系将使他们能够更多地专注于为客户提供个性化的金融策略,并提供更多新的产品和服务[7] - LPL为公司提供了业务发展、营销策略和运营效率方面的宝贵支持[7] - 公司将获得更大的自主权来塑造自己的业务模式和文化,更好地体现公司的价值观和对客户的承诺[7]

SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Walker, Vladimir Nikitenko, CFP®, H. Scott Braswell, Rosty Tkachenko and John Hydrick, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Integrated Financial Group (IFG). They reported serving approximately $615 million in advisory, brokerage and retirement plan assets* and join LPL from Lincoln, now part of Osaic. The Atlanta-based advisors are ...

SAN DIEGO, Aug. 13, 2024 (GLOBE NEWSWIRE) -- At its annual Focus conference, LPL Financial LLC shared its priorities for helping financial advisors and financial institutions advance their businesses by providing personalized support that enables custom client experiences, building flexible operating environments by leveraging innovative technology, and supporting advisors’ growth and legacy planning. “Being the best firm in our industry at helping clients define and maximize their success throughout their ...

SAN DIEGO, Aug. 12, 2024 (GLOBE NEWSWIRE) -- The first full day of LPL Financial LLC’s annual flagship conference, Focus 2024, is under way at the San Diego Convention Center today. Renowned throughout the wealth management industry, LPL’s Focus conference convenes one of the largest gatherings of financial advisors and industry professionals and curates content and experiences from LPL’s broad portfolio of offerings as well as from leading partners in financial technology, services and products. The LPL co ...

SAN DIEGO, Aug. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC’s annual flagship conference, Focus 2024, kicked off today at the San Diego Convention Center, the beginning of three dynamic days of learning and networking for financial professionals and institutions of all types and sizes. LPL’s Focus conference, one of the largest in-person gatherings of financial advisors and industry influencers, brings together curated content from leading wealth management professionals, fintech partners and investment ...

SAN DIEGO, July 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors George Englert, Kevin Englert and Carrie Hughes have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax, now owned by Cetera. Based in Springfield, Va., Englert Financial is a family-oriented firm founded by George Englert, an industry veteran who has w ...