LPLA Nov 2024 110.000 put
- 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
- Barrons.com
LPL Financial’s New Private Wealth Unit Signs Its First Team, With Merrill Recruits
LPL says the Oklahoma-based advisor team is the first to become employees of its Private Wealth Management unit since the unit’s launch in November.
