Countiss Wealth Management launches to serve the multi-generational planning needs of families and business owners [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
investor.lpl.com
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Source: Yahoo! Finance
Together, they have nearly 25 years of combined experience in wealth management, financial planning and investing. Dan and Olivia Countiss were both previously with Edward Jones , where they served nearly 500 client families and business owners in the local area and managed nearly $200 Million in investments. "By forming Countiss Wealth Management, we can create a new practice that allows us to work together in serving clients long into the future," Dan Countiss said. "We see ourselves as now being a multigenerational family serving multigenerational families. By working with and beside Olivia, we can deliver more expertise together to our clients." By creating their own independent financial advising practice, Dan Countiss and Olivia Countiss can now work together as a team to take more comprehensive care of their clients. They are joined by Investment Analyst Chandler Duke and Client Services Associate Christy Walker. "We always want to be in the best place possible to service
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LPLA
News
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- Unemployment Rises To 31-Month High—But Here's Why Market Isn't Too Spooked [Forbes]Forbes
- Here's where the jobs are for June — in one chart [CNBC]CNBC
- US Futures Flat Ahead Of June Job Report; Bitcoin Plunges [zero hedge]zero hedge
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