Tom Payant has been in the industry since 1977, when he registered with CG Equity Sales Co., according to his BrokerCheck record. He has also been registered with Travelers Equities Sales, American ...
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a ...
LPL Financial handily beat Wall Street expectations with its fourth quarter report Thursday evening. The financial services ...
LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial. They reported ...
Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 ...
Alisa Maute, a former executive vice president at LPL, will lead Mercer’s client development team, which has doubled in size ...
Charter Oak Wealth Partners' transition to LPL Financial could signal instability or dissatisfaction with its previous arrangement at Osaic, raising questions about client retention and service ...
LPL Financial Holdings Inc. (NASDAQ:LPLA), the nation's largest independent broker-dealer, has been navigating a complex financial landscape with a mix of strategic initiatives and market challenges.
Dan Kerrigan, a financial advisor at Kerrigan Capital and Risk Management in Valdosta, recently announced that his ...