LPLA Dec 2024 300.000 call
- GlobeNewswire
LPL Financial Welcomes Cornerstone Financial Advisers
SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter founded Cornerstone Financial Advisers in 2017 as a consulting firm dedicated to helping families, ind
- Zacks
Mitsubishi UFJ (MUFG) Closes Link Administration Buyout
Mitsubishi UFJ's (MUFG) acquisition of Link Administration further enhances MUFG's global business expansion via access to Australian funds and corporate clients worldwide.
- 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
