LPL Financial Holdings Inc. (LPLA)
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- GlobeNewswire
LPL Financial Welcomes Spotlight Financial
SAN DIEGO, April 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Alejandro “Alex” De Leon and Robert “Bob” Gorman have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and join LPL from Wells Fargo Advisors. Headquartered in Corpus Christi, Texas, De Leon and Gorman were colleagues in the same office for years before deciding to team
- GlobeNewswire
LPL Financial Welcomes Legacy Retirement Planning
SAN DIEGO, April 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Phil Eggers of Legacy Retirement Planning has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James. Based in Plano, Texas, Eggers began his career as a financial advisor in 1990 and considers it an honor to manage the wealth for approximately 300 famil
- GlobeNewswire
LPL Financial Welcomes Advisor Philip Nation
SAN DIEGO, April 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Philip Nation, CFP®, ChFC™, CLU®, has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Founders Financial Alliance. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise Financial. The Raleigh, N.C.- based advisor started his career in 1987, offering everything from insurance t
