NIKKEI 225
38,073.98 -128.39 (-0.34%) HANG SENG
18,537.81 +223.95 (+1.22%) CRUDE OIL
79.53 +0.54 (+0.68%) GOLD FUTURES
2,344.40 +22.10 (+0.95%) DOW
39,392.44 +336.05 (+0.86%) Bitcoin GBP
49,749.54 +118.89 (+0.24%)
LPL Financial Holdings Inc. (LPLA)
- Zacks
LPL Financial (LPLA) Completes Crown Capital Acquisition
LPL Financial (LPLA) acquires Crown Capital, deepening its presence in the California market and further strengthening its wealth management business.
- GlobeNewswire
LPL Financial Welcomes Advisor Chris Kitaeff
SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms. With the move to LPL, Kitaeff joins Maher Wealth Management as a managing director. He reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Kitaeff is a second-generation advisor who fell in love with wealth management at a yo
- GlobeNewswire
LPL Financial Closes Acquisition of Crown Capital Securities
SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital Securities, L.P. (“Crown Capital” or “Crown”) a full-service broker-dealer and registered investment advisor (“RIA”) headquartered in Orange County, California. "We continue to be impressed with Crown Capital's growth mindset and deep commitment to the value of independence for financial advisors," said Rich Steinmeier
