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By Janet Levaux, AdvisorOne |
May 2, 2013
The Florida-based firm has more than 10 advisors and $1.5 billion in assets under administration.
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By Janet Levaux, AdvisorOne |
April 25, 2013
Net new assets across its different platforms hit $3 billion in early 2013.
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By Janet Levaux, AdvisorOne |
February 22, 2013
LPL Financial said its fourth-quarter earnings declined to $36.9 million, or $0.34 a share, from $39.5 million, or $0.35 a share, a year earlier.
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By Janet Levaux, AdvisorOne |
February 6, 2013
LPL Financial said that it was planning to spend $70 million to $75 million through 2014 on outsourcing of back-office and other functions, information technology and related restructuring of its operations.
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By Janet Levaux, AdvisorOne |
October 31, 2012
The number of advisors drops from the second quarter, but is up for the year at 13,140.
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By Janet Levaux, AdvisorOne |
June 27, 2012
LPL FINANCIAL SAID IN EARLY JUNE THAT Dan Arnold, currently head of strategy for the largest independent broker-dealer, had been named chief financial officer of the company, the latest step in a management reorganization that has played out over the last few months.
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By James J. Green, AdvisorOne |
June 5, 2012
Dan Arnold, former head of Uvest, will take over from Robert Moore, now president and COO of the largest independent BD.
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By John Sullivan, AdvisorOne |
April 20, 2011
Acquisition will allow the broker-dealer to enter ‘adjacent market.'
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By Kathleen McBride, AdvisorOne |
September 1, 2006
In a move that catapults two strong firms to the forefront of third-party brokerage services to financial institutions, Linsco/Private Ledger Corp. (LPL) of Boston and...
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By Staff Writer |
August 18, 2006
Expanding services to financial institutions