LPL Financial Welcomes Strategic Insights Financial Planning Group [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
The team of five advisors reported serving approximately $500 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial. Founded in 1986 by Arthur Hughes CFP ® , the McAllen, Texas-based team includes managing partners James Credo CFP ® , and James Enriquez MST, EA, CFP ® , along with fellow advisors Alexis Villarreal APMA and Leonardo Chang MA, CFP ® . They take a team approach so they can go deeper into financial planning with the goal of delivering highly customized client experiences and building meaningful relationships. “We work with a diverse mix of clients from small business owners to healthcare workers to retirees, all who enjoy a personalized and collaborative relationship with their financial advisor,” Credo said. “Whether our clients seek financial stability, wealth accumulation or legacy planning, we strive to deliver the most efficient and effective roadmap to aid them on their financial journey.” The team chose to move to
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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