SAN DIEGO, Oct. 30, 2023 (GLOBE NEWSWIRE) LPL Financial LLC announced today that financial advisors Michael J. Pumo CFP®, CEPA®, AWMA and David A. DiRe have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $250 million in advisory, brokerage and retirement plan assets , and join LPL from UBS. With the move, Pumo and DiRe launch 360 Wealth Advisors, an independent financial practice based in Austin, Texas. The name of the firm is a no
Charlotte, N.C. - October 25, 2023 - Once reserved primarily only for large, more complex enterprises, LPL Financial is making hiring a Chief Financial Officer more realistic for.
To reach more advisors, LPL rolls out new CFO Essentials outsourcing solutionCHARLOTTE, N.C., Oct. 25, 2023 Once reserved primarily only for large, more complex enterprises, LPL Financial is.
CHARLOTTE, N.C., Oct. 24, 2023 LPL Financial LLC announced today that financial advisor Tyler B. Powell, AAMS®, CRPC®, has joined LPL’s employee advisor channel, Linsco by LPL Financial,.