He reported serving approximately $340 million in advisory, brokerage and retirement plan assets* and joins LPL from ... self-directed accounts in addition to full-service financial advice.

Villicana’s firm custodies with LPL Financial, one of the largest independent broker-dealers in the United ... money means more than a number in the bank account. She has met many clients ...

Winthrop Wealth, a Boston-based financial advisory firm, is excited to announce that the Firm and its representatives have ...

Austin, Texas-based broker-dealer and wealth manager Kestra Financial today announced its head of wealth management, John V. Amore, will assume the role of president in April. Stephen Langlois, the ...

Amore, who joined Kestra from UBS five years ago, will take on his new role in April while Langlois will remain with the ...

LPL Financial (LPLA) announced that financial advisors Larry Forlenza and Carl Hanks have joined LPL Financial’s broker-dealer, RIA and ...

Based in Morristown, N.J., Hanks and Forlenza have reunited with Morristown Wealth Management, which includes fellow advisors Don Giovanello and Gian Paolella, who joined LPL in October.

LPL Financial (NASDAQ:LPLA – Get Free Report) had its price objective hoisted by equities research analysts at Barclays from ...

Larry Forlenza and Carl Hanks have aligned with fellow advisors of Morristown Wealth Management that joined LPL platform in October.

On Wednesday, the firm announced financial advisors Larry Forlenza and Carl Hanks, who previously oversaw nearly $430 million ...

LPL Financial (NASDAQ:LPLA – Free Report) had its price target increased by Citigroup from $310.00 to $385.00 in a research report released on Friday,Benzinga reports. They currently have a buy rating ...

LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage ...