Results 171 - 180 of 201 for clientworks

LPL Financial Welcomes Integrated Financial Partners

Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), today announced that Integrated Financial Partners (IFP), an independent financial advisory firm with 135 financial ad...

LPL Financial and The Financial Services Network Welcome Financial Advisor Nic Delyon

"I’m hoping to acquire other practices within the next year or so, and I was impressed with LPL’s solutions that could make the process easier and more cost effective. I’m also excited that I now have a five-year succession plan in place with The Financial Services Network so tha...

LPL Financial Welcomes Benefit Funding Retirement Services

“We were blown away by our on-site visit. It was like seeing into the kitchen of your favorite restaurant. We saw the quality of the people, the attention to detail and the overall culture that makes up the company. It was truly impressive.” – Edmond Karam

LPL Financial Welcomes Canal View Financial Advisors

“LPL has the tools and resources to support all levels of clientele. The products and solutions offered through LPL can help our most sophisticated clients with offerings that match their need.” – Chris Ginther

LPL Financial Provides Solutions to Make Acquisition and Monetization Easier

“We want to be able to take as much work and complexity as possible off of the advisors’ plates, so they can stay focused on their core business.” – Greg Cornick, LPL Financial executive vice president, Finance

LPL Financial Welcomes Stabler Wealth Management

“LPL’s turnkey offering and integration really boosts our technology experience and helps us manage our business as we see fit.” – Dave Mantell

LPL Financial Welcomes Staples Financial

“LPL’s technology investments over the past few years have propelled the firm to become an industry leader in technology.” – Kris Staples

LPL Financial Welcomes Triton Financial Planning Group

“LPL’s service is tremendous. We’re able to reach out to dedicated service professionals any time we need support.” – Jim Freisen

LPL Financial Welcomes Community First Bank of Indiana

“LPL was attractive because of the advanced technology and resources available to us. When you factor in Bankers’ Bank, this decision provides us with all the benefits of a large institution but with a small community feel.” – Larry Rolland

LPL Financial Increases Outlook for 2019 Technology Investment to $150 Million

“We are uniquely positioned to be able to deploy capital and invest in our advisors’ business.” - Burt White, managing director, Investor and Investment Solutions