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LPLA Apr 2023 190.000 put
- GlobeNewswire
Financial Advisor Joaquin Lopez Joins LPL Financial
CHARLOTTE, N.C., March 22, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Joaquin Lopez of Lopez Wealth Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Lincoln Investment Planning. Based in Cranberry Township just north of Pittsburgh, Pa., Lopez is a U.S. Army Veteran who served in active duty during Opera
- GlobeNewswire
LPL Financial Recognized for Technology Innovation by Bank Insurance Securities Association
CHARLOTTE, N.C., March 21, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that it received a 2023 Technology Innovation Award from the Bank Insurance & Securities Association (BISA) for its proprietary Model Wealth Portfolios, a unified wealth management platform for advisors. With this award, BISA recognizes firms that help advance the financial services industry through their commitment to technology innovations in products, services and platforms. Model Wealth Portfolios is design
- GlobeNewswire
Financial Advisors Ron Clark, George Brkljacic Join LPL Financial
CHARLOTTE, N.C., March 20, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Money Matters has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $250 million in advisory, brokerage and retirement plan assets*, and joins LPL from Cetera. Founded by CEO Ron Clark, Money Matters is a financial consulting firm based in Tampa, Fla. and Gadsen, Ala. Clark partnered with fellow advisor George Brkljacic, CFP® about 17 years ago
