LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez [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:
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Source: Yahoo! Finance
joined LPL Financial's broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors (Seapoint). Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets,* and they join LPL from U.S. Bank. Based in San Diego, Kirby and Alvarez are longtime colleagues who built their practices on the foundation of personal connections and a commitment to making a positive impact in the lives of their clients. With Kirby serving as a mentor to Alvarez early on, they now embark on the journey to independence as business partners with a shared vision and aspiration for the future. “After a long career of learning and growing, we decided independence was the best way for us to deliver advice and enhance services for our clients,” Kirby said. “As a business owner with the freedom to operate on my own terms, I look forward to offering a more common-sense approach to client relationships and placing their best intere
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LPLA
News
- LPL Financial Welcomes Prosperity Investment Management [Yahoo! Finance]Yahoo! Finance
- LPL Financial Welcomes Prosperity Investment ManagementGlobeNewswire
- Stock Market Today: Stocks steady, dollar soars amid 'Trump trade' hangover [Yahoo! Finance]Yahoo! Finance
- LPL Financial Hosts Program Leadership Conference for Top Bank and Credit Union Program ExecutivesGlobeNewswire
- LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael AlvarezGlobeNewswire
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