2023年，LPL的对外并购和合作的脚步仍未停止。1月，LPL收购经纪自营商Financial Resources Group Investment Services, LLC (“FRGIS”)，以扩大目标市场和补充有机增长。8月，LPL宣布与保诚集团零售财富管理业务达成战略关系协议，保诚将在2024年下半年将其经纪和投资咨询资产，从目前的第三方托管人转移到LPL，待获批。
LPL Financial(以下简称“LPL”)是美国最大的独立经纪交易商、领先的投资咨询公司和顶级托管人,成立于1989年,总部位于美国圣迭戈。LPL坚持“为顾问提供更好服务,使其能最好地公允地服务客户利益”,它致力于为金融产品供应商、投资顾问以及金融机构提供交易清算、理财咨询以及资金托管服务,帮助他们制定完善的资产管理解决...
HIghlights the Advanced Resources Group (ARG) of LPL Financial Services that deals with the representatives' estate, business and insurance planning needs. Expertise of ARG in terms of estate planning; Business pl...
通过注册投资顾问LPL Financial LLC(“LPL Financial”)提供的证券和咨询服务。FINRA/SIPC 成员。LPL Financial及其关联公司仅从美国提供金融服务。 Throughout this communication, the terms "financial advisors" and "advisors" are used to refer to registered representatives and/or investment advisor representatives...
LPL Financial Holdings has invested in or acquired companies likeWintrust Investments,The Noble Group (Other Financial Services), andAtria Wealth Solutions. What are LPL Financial Holdings subsidiaries? Atria Wealth Solutions,Financial Resources Group Investment Services, andBlaze portfolioare subsidiaries of...
Scott Posner, LPL Executive Vice President, Business Development, said, “It’s an honor to welcome Bury Financial Group to LPL. As teams like Bury Financial seek more sophisticated resources to evolve their offerings and build their perfect practice, we continue to invest in a wide range of ...
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LPL Financial Welcomes Return of Harbor Lights Financial Group GlobeNewswireAug 08, 2024, 09:07 PM A+ A- SAN DIEGO, Aug. 08, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) announced today that the founders, financial advisors and staff with Harbor Lights Financial Group have re...
In January 2023, as Alts Wirereported, LPL closed on the acquisition of Financial Resources Group Investment Services, an LPL branch office supporting 800 financial advisors and 85 financial institutions, serving $40 billion of brokerage and advisory assets ...