LPLA May 2023 210.000 call
- 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
- GlobeNewswire
Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial to Launch Zion Capital Wealth Management
CHARLOTTE, N.C., March 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisors Lucas Mijares and Jesse Ettlin have launched an independent practice, Zion Capital Wealth Management, and joined LPL Financial’s broker-dealer, RIA and custodial platforms. They have aligned with Mariner Advisor Network, an existing firm supporting LPL-affiliated advisors. The advisors of Zion Capital Wealth Management reported having served $185 million in advisory, broke
- GlobeNewswire
LPL Financial Welcomes Advisor Nick Lalonde
CHARLOTTE, N.C., March 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nick Lalonde CFP®, CEPA®, has launched an independent practice and joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and joins LPL from Edward Jones. Based in Dallas, Lalonde started in the profession right out of college, nearly a decade ago, and became one of the you
