CHARLOTTE, N.C., May 08, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Jeffrey Katz CIMA, and Justin Katz have joined LPL’s employee advisor channel, Linsco by LPL Financial (“Linsco”), to launch their practice, Katz Wealth Advisors of LPL Financial .
Traditional Independent | $350M
SAN DIEGO, April 17, 2025 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC,
SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Grou p has joined
SAN DIEGO, April 09, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that father and son financial advisors Patrick Trimp, CFP®, and Jack Trimp, ChFC®,