LPLA Nov 2024 230.000 put
- GlobeNewswire
LPL Financial Welcomes Financial Advisor Tara Blair
SAN DIEGO, May 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tara Blair, CFP®, CPA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. She reported serving approximately $215 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. Based in Fort Worth, Texas, Blair has more than 25 years of experience in financial services following an initial career in public accounting. She built her wealth mana
- GlobeNewswire
LPL Financial Welcomes Noble Traditions Wealth
SAN DIEGO, May 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Garrett Oczachowski has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from JPMorgan Chase. Based in Santa Monica, Calif., Oczachowski is a 25-year veteran of the financial services industry. Specializing in retirement income planning, he is dedicated to helping clie
- Zacks
LPL Financial (LPLA) Completes Crown Capital Acquisition
LPL Financial (LPLA) acquires Crown Capital, deepening its presence in the California market and further strengthening its wealth management business.
