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     197  0 Kommentare LPL Financial Welcomes Strategic Insights Financial Planning Group - Seite 2

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    Advisors, find your perfect fit at LPL.

    About LPL Financial
    LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 institutions and at approximately 570 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

    Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Strategic Insights Financial Planning Group and LPL Financial are separate entities.

    Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

    We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

    *Value approximated based on asset and holding details provided to LPL from end of year, 2023.

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    Media Contact:
    Media.relations@LPLFinancial.com
    (704) 996-1840

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    LPL Financial Welcomes Strategic Insights Financial Planning Group - Seite 2 SAN DIEGO, April 11, 2024 (GLOBE NEWSWIRE) - LPL Financial LLC announced today that Strategic Insights Financial Planning Group has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team of five advisors reported serving …

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