LPLA Jun 2024 270.000 call
- GlobeNewswire
Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
SAN DIEGO, June 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Danielle Qualls has joined LPL Financial’s broker-dealer, RIA and custodial platforms, teaming up with existing firm Bergkamp Financial. She reported having served approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. A Kansas native, Qualls started her career in corporate accounting before making the switch to wealth management
- Barrons.com
Former LPL Broker Suspended After Allegedly Emailing Client Data to His Wife
Nathaniel Adams allegedly sent a spreadsheet to his wife that included clients’ Social Security numbers and birthdays.
- Zacks
LPL Financial (LPLA) May Metrics Up From April on Upbeat Markets
Favorable market performance leads to a sequential improvement in LPL Financial's (LPLA) total brokerage and advisory assets in May 2024.
