LPL Financial Welcomes Prosperity Investment Management [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
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 make sure to watch for tax implications. We understand it's not just what you make but what you keep that's important.” As the financial service
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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