LPL Financial (LPLA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
The independent broker-dealer is sending letters to many of the large registered investment advisory firms on its platform alerting them of potential new restrictions on their business activity.
SAN DIEGO , April 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Justin Souma, CFP®, AAMS®, has returned to LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Benjamin F. Edwards & Co. With the move, Souma launches Hickory Ridge Wealth Advisors, a new independent practice in Highlands, N.C., where he provides comprehensive investment