LPL Financial Welcomes Legacy Planning Group
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
CHARLOTTE, N.C., March 05, 2020 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that financial advisors Patrick Cloutier and Matthew Gournay CFP® of Legacy Planning Group have joined LPL’s broker-dealer and corporate registered investment advisor platforms. They reported having served approximately $130 million in brokerage and advisory assets*. They join from Woodbury Financial Services, part of the Advisor Group network of broker-dealers. Located in historic downtown McKinney, Texas, Legacy Planning Group was founded by industry veterans and former fraternity brothers Cloutier and Gournay, University of North Texas graduates who have worked together since 1990. They are joined by registered assistant Madeleine Underwood, Cloutier’s daughter. “Our mission and commitment to our clients is to help them achieve lifelong financial independence by offering long-term, individual investment strategie
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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