Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, June 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. The team reported having served approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. Based in Swansea, Ill. — just 20 minutes from the Gateway Arch in St. Louis — Shevlin and Joelner have worked together for nearly 10 years and have a combined 50 years of industry experience between them. The advisors take a people-first approach to serving a wide range of clients in approximately 30 states. Their new brand speaks to both advisors’ pride in their home state, as Illinois officially joined the Union as the 21st state in 1818. Shevlin and Joelner believe their approach to financial planning sets them apart from their peers. Focused on open co
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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