SAN DIEGO, Nov. 20, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Matt Warter, AIF and Theresa Houle, AIF, have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Seapoint Wealth Advisors , an existing firm supported by LPL Strategic Wealth Services.
LPL Financial Reports Monthly Activity for November 2024
SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA