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Stock impact report

LPL Financial Welcomes Prosperity Investment Management

LPL Financial Holdings Inc. (LPLA) 
Last lpl financial holdings inc. earnings: 4/30 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lpl.com
Company Research Source: GlobeNewswire
SAN DIEGO, Nov. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in a renovated historic building in downtown Chico, Calif., Prosperity Investment Management was founded by seasoned financial advisor Robert “Rob” B. Anderson, CFP®. His son, RJ Anderson, CPA, joined the business in 2020 following an initial career in accounting and now leads the firm as a financial advisor. They offer a broad spectrum of financial services to individuals and business owners, including investment management, financial planning, retirement planning and estate planning. “We are a holistic financial firm committed to helping people pursue their financial goals and life aspirations,” RJ said. “With my background as a CPA, we ma Show less Read more
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