LPL Welcomes Legacy Premier Wealth Management
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. The advisors are longtime colleagues who teamed up to create a full-service wealth management firm dedicated to helping motivated clients understand their entire financial picture. Formerly Alliance Financial Partners, the team has rebranded as Legacy Premier Wealth Management with the move to LPL. They are based out of Greeley, Colo., and Cheyenne, Wyo., and are supported by Chief Operating Officer Rob Timme. “We’re passionate about helping create a lasting legacy for our clients and their families,” Hubbard said. “Our mission is to educate and empower
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 3
- 12/9/25 - Form 4
- LPLA's page on the SEC website