He has been in practice for 21 years, the last year at LPL Financial LLC. Krishna Agnihotri is a financial advisor in Orange, CA. 725 Town And Country Rd, Suite 530, Orange, CA ...

The outgoing legal chief of wealth management giant LPL Financial has managed to avoid a clawback of her signing bonus and ...

--LPL Financial LLC today announced that the firm has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, L.P., a full-service ...

The deal for the Orange County, California-based firm’s wealth business is set to add around 125 advisors to LPL. MAY 08, 2024 By Leo Almazora ...

As of Q1 2023, LPL has amassed $1.2 trillion in total assets, with continued acquisitions and a 9% organic growth rate over the last 12 months. The company is set to announce Q2 earnings on July 27 .

LPL Financial, empresa de servicios de gestión patrimonial, despedirá a 70 personas en San Diego a partir de agosto, según ...

Wealth management services company LPL Financial is laying off 70 people in San Diego starting in August, the company announced this month. In parallel, another round of layoffs at Atria Wealth ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing. Other firms are offering their own deals. LPL Financial’s March 31 ...

LPL is already a heavyweight, with about 29,000 financial advisors and $1.7 trillion of assets, but Steinmeier wants it to become “the unparalleled leader in wealth management.” ...

LPL Financial Holdings, Inc. Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets ...