Marilyn Suey, CFP ®, Earns the Highly Coveted Certified Exit Planning Advisor (CEPA) Credential to Help Women Sell Their Businesses at Maximum Value [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
the Certified Exit Planning Advisor (CEPA) Credential from the Exit Planning Institute. "The training I received will enable me to help women business owners get the highest value when they sell their businesses so they can have a more fulfilling life now," said Ms. Suey, CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor, Accredited Investment Fiduciary®, and Certified Plan Fiduciary Advisor®. The Diamond Group Wealth Advisors provides personalized financial guidance for each client who goes through life's transitions. Our advisors have a special sensitivity to women in transition. "At these difficult times, a trusted advisor can add to a woman's sense of confidence, security, and support. Our firm is dedicated to the special needs of women in these times and beyond," she said. "Financial success is a goal for many, and women may face unique barriers that make their goals more challenging to achieve." CEPA's value acceleration methodology provides a tool to value a
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LPLA
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LPLA
Earnings
- 10/30/24 - Beat
LPLA
Sec Filings
- 11/12/24 - Form SC
- 11/4/24 - Form 10-Q
- 10/30/24 - Form 8-K
- LPLA's page on the SEC website