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LPLA Nov 2024 260.000 call
- GlobeNewswire
LPL Financial Welcomes First Summit Capital Management
SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners, an existing firm supporting LPL-affiliated advisors. The First Summit advisors reported having served approximately $380 million in advisory, brokerage and retirement plan assets* and join LPL from PNC Investments. First Summit Capital Management in Wilmin
- 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.
