LPL Financial
@LPL
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We take care of our advisors, so they can take care of their clients. Follow @LPLResearch for market guidance. Member SIPC
Carolinas, San Diego, Boston
Joined October 2012
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Top 3 reasons why financial advisors should create a Google Business Profile:
👀 Increase visibility and credibility
👏 Optimize engagement
📈 Gain powerful insights
More from
#LPLMarketing
’s
@thesuzyreyes
→
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Mier Financial has joined our broker-dealer, RIA and custodial platforms.
Learn why Blake Mier, CFP® turned to LPL to elevate the next phase of his business →
#WelcomeToLPL
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After looking around the financial landscape, the father-son financial advisor duo appreciated the entrepreneurial nature of LPL, especially with its Linsco W2 employee advisor model.
Learn more →
#WelcomeToLPL
1
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Based in Santa Ynez, California, SYV Wealth Advisors has joined our broker-dealer, RIA and custodial platforms.
#WelcomeToLPL
Learn more →
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LPL Financial Retweeted
Matthew Morningstar of
@LPL
accepts the
#TALUMINARIES
award for Community Impact - Broker-Dealers.
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2
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The
#LPLFoundation
has won
@ThinkAdvisor
's 2023 LUMINARIES Community Impact award for its funding of
@LISC_HQ
, San Diego's efforts to revitalize the Linda Vista farmers' market.
The assistance provides underserved small business owners opportunities to tap into a new client base…
1
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LPL Financial Retweeted
Just 7 more days until the release of
#LPLOutlook
2024 from
@LPLResearch
. Mark your calendars for 12/12!
I've been fortunate enough to contribute to a couple dozen of these and still have all of them as souvenirs. Each one is a bit different but I've enjoyed them all!
2
4
8
LPL Financial Retweeted
Day 2
#LPL
#wealth
#symposium
Great stuff today and cannot wait to incorporate new ideas into our practice
@preparingheirs
@LPLResearch
0
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LPL Financial Retweeted
Proud to represent our group on first day at
@LPL
#privatewealth
symposium
@JWMarriott
#scottsdale
Thank you to
@LPL
for your relationship and friendship and looking forward to seeing old friends and meeting new ones. Cheers!
0
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LPL Financial Retweeted
Attending LPL’s annual private wealth symposium with other members of our team: engaging conversations about the complexities and opportunities for families and generational wealth management.
@LPL
@simmons_bank
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Industry executive Jim McHale has joined LPL as Executive Vice President and Chief Compliance Officer.
He will play a crucial role ensuring advisors have the support they need in an ever-evolving regulatory environment.
Learn more →
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#Thanksgiving
provides us a moment to come together, gather around the table with loved ones and express our gratitude.
Tell us what you're thankful for this year ⬇️
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GER Loftin Wealth Advisors has joined our broker-dealer, RIA and custodial platforms.
Learn why our client-centric commitment led the team. to select LPL as the right fit for their business →
#WelcomeToLPL
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Looking for more freedom and flexibility in how they operate, ViewPoint Wealth Partners has joined our broker-dealer, RIA and custodial platforms.
Here's how their clients will benefit from differentiated service experience →
#WelcomeToLPL
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John Lankford and Justin Pestel, CPFA®, of Pathway Wealth Advisors have joined our broker-dealer, RIA and custodial platforms.
Looking to grow their practice and enhance the client experience, the team turned to LPL.
Learn more →
#WelcomeToLPL
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Carmen Pontelandolfo has joined Linsco, our employee advisor channel, to launch CJP Wealth Management of LPL Financial.
Based in New Jersey, Carmen will have the flexibility to run their practice on their own terms →
#WelcomeToLPL
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LPL Financial Retweeted
What a great Diwali! Big thanks to everyone who joined us across our campuses in Fort Mill, Austin, San Deigo and virtually to make this year's event one to remember.
#HappyDiwali
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LPL Financial Retweeted
In Charlotte NC for
@LPL
’s Advisor Inclusion Council.
Looking forward to sharing all the great things we have in store for 2024!
#LPLInclusion
#CFPpro
#LGBTQ
+ 🏳️🌈
#LPLAdvisor
#AdvisorInclusionCouncil
#AIC
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Kane Vines, CFP®, CRPC®, APMA has joined our broker-dealer, RIA and custodial platforms to launch Expound Wealth Management, an independent financial practice based in Plano, Texas.
#WelcomeToLPL
Learn more →
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