LPL Financial Welcomes GreenPoint Wealth Management [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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investor.lpl.com
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Source: Yahoo! Finance
For more than 20 years, Minucci and Ryzman have collaborated in various roles within the financial services industry, eventually becoming business partners in the independent space. They specialize in developing innovative strategies to help meet their clients' retirement planning objectives and use robust financial education to encourage their clients to better understand their financial portfolios. “We believe in a comprehensive approach, which includes designing plans tailored to each individual client to help reduce risk and tax implications, while focusing on long-term performance, sustainable retirement income and effective estate protection,” Minucci said. With the move to LPL, the McKinney, Texas-based advisors have launched a new firm, GreenPoint Wealth Management. “We wanted to create our own identity and shape our practice on our terms,” Ryzman said. “After a thorough due diligence process, we felt LPL was the ideal landing spot to support our continued growth. We ap
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LPLA
News
- LPL Financial Holdings Inc. (NASDAQ: LPLA) had its price target lowered by analysts at Citigroup Inc. from $325.00 to $285.00. They now have a "buy" rating on the stock.MarketBeat
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- LPL Financial Holdings Inc. (NASDAQ: LPLA) had its price target lowered by analysts at The Goldman Sachs Group, Inc. from $289.00 to $271.00. They now have a "buy" rating on the stock.MarketBeat
LPLA
Earnings
- 7/25/24 - Beat
LPLA
Sec Filings
- 9/16/24 - Form 4
- 8/27/24 - Form 4
- 8/27/24 - Form 4
- LPLA's page on the SEC website