Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
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 in 1999. She focuses on connecting with clients at a multigenerational level to develop financial strategies aimed at building family legacies. Looking to extend that collaborative approach to a team setting while enjoying the benefits of independence, Qualls turned to LPL to help find an established practice that fit her goals, clients and personality. This led her straight to women-led Bergkamp Financial. “I wanted to provide more services and go farther,” Qualls said. “I knew that I'd need to work with a team that had different experiences and specialties. With LPL and Bergkamp Financial, there is opportunity to collaborate by
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 6/18/24 - Form 4
- 6/14/24 - Form 4
- 6/14/24 - Form 144
- LPLA's page on the SEC website