LPLA Jun 2024 390.000 call
- GlobeNewswire
LPL Financial Reports Monthly Activity for April 2024
SAN DIEGO, May 23, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for April 2024. Total advisory and brokerage assets at the end of April were $1.41 trillion, a decrease of $27.9 billion, or 1.9%, compared to the end of March 2024. Total net new assets for April were $12.0 billion, which included $5.0 billion of acquired net new assets resulting from
- Barrons.com
LPL Recruits $4.6 Billion Advisor Practice From Lincoln Financial
Pilot Financial is making the switch after Lincoln’s parent company agreed to sell its wealth management business to Osaic.
- GlobeNewswire
LPL Welcomes Pilot Financial
The N.C.-based team manages approximately $4.6B AUM across 105 advisorsSAN DIEGO, May 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced today that Pilot Financial, a large network of 105 advisors nationwide, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported serving approximately $4.6 billion in advisory and brokerage assets* and join LPL from Lincoln Financial. “LPL is a stable partner, Fortune 500 company and leading w
