LPL Financial Welcomes Russell Wealth Partners
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, June 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Tom Russell, CFP®, and his sons Brian Russell and Charles Russell have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Russell Wealth Partners. The family team reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. They will operate out of the Linsco suite at LPL’s San Diego campus. With 38 years of industry experience, Tom Russell has always had a keen interest in market conditions and helping families work toward financial success. His sons Charles and Brian also recognized their passion for wealth management and followed their father’s footsteps after initial forays in engineering and law, respectively. “It is so rewarding to have my sons by my side to continue the family legacy,” Tom Russell said. “They are both wonderful assets to the team and are helping us take
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LPLA
Earnings
- 4/30/24 - Beat
LPLA
Sec Filings
- 6/18/24 - Form 4
- 6/14/24 - Form 4
- 6/14/24 - Form 144
- LPLA's page on the SEC website