LPLA Oct 2024 260.000 put
- GlobeNewswire
LPL Financial Reports Monthly Activity for May 2024
SAN DIEGO, June 20, 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 May 2024. Total advisory and brokerage assets at the end of May were $1.46 trillion, an increase of $51.4 billion, or 3.6%, compared to the end of April 2024. Total net new assets for May were $11.2 billion, translating to a 9.5% annualized growth rate. Total net new advisory asset
- GlobeNewswire
LPL Financial Welcomes James River Private Wealth
SAN DIEGO, June 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor W. Scott Hengerer, CMFC™, CRPC, has joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, James River Private Wealth. He reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Lynchburg, Va., Hengerer started his career as a senior paralegal in securities class action
- GlobeNewswire
LPL Financial Welcomes Russell Wealth Partners
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.
