News for LPLA Stock

LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal LPL Financial Reports Monthly Activity for May 2025 EverMark Investment Partners Launches with Support from LPL Strategic Wealth LPL Financial Welcomes Runyan Capital LPL Financial Welcomes Loomis Wealth Management Arv Private Wealth Launches with Support from LPL Strategic Wealth LPL Financial to Present at the William Blair Growth Stock Conference LPL Financial Welcomes Mai Park Capital to Linsco Channel LPL Financial Welcomes Beamish Wealth Management to Linsco Channel LPL Financial Reports Monthly Activity for April 2025 LPL Financial and Momentum Wealth Partners Welcome Beacon Financial LPL Financial to Present at the Bernstein Strategic Decisions Conference LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik LPL Financial Announces Q1 2025 Technology Updates LPL Financial Welcomes PCC Wealth Partners LPL Financial Asks What If You Could? in New Brand Campaign LPL Financial Launches Comprehensive Alts Learning Hub LPL Financial Announces First Quarter 2025 Results LPL Financial Welcomes Women-Led West Texas Investments LPL Financial Launches WealthVision Essentials to Empower Advisors with Best-in-Class Financial Planning Software LPL Financial Welcomes Northern Advisory Group LPL Financial Welcomes Barlow Capital Advisors LPL Welcomes Synergy Wealth Strategies LPL Financial Announces First Quarter 2025 Earnings Release Date and Conference Call LPL Financial Announces Promotion of Five Executives to New Managing Director Roles LPL Financial Welcomes Tenacity Investment Group LPL Financial Welcomes Trimp Wealth Management LPL Financial Welcomes Vaughn Harvey as Chief Data and AI Officer LPL Financial Announces Strategic Relationship with First Horizon Bank LPL Financial Welcomes Horizon Capital Advisors LPL Financial Announces Pricing of Its Common Stock Offering LPL Financial Announces Proposed $1.5 Billion Common Stock Offering LPL Financial to Acquire Commonwealth Financial Network LPL Financial Welcomes Oxford Oaks Capital to Linsco Channel LPL Financial Reports Monthly Activity for February 2025 LPL Welcomes Legacy Premier Wealth Management LPL Financial Welcomes Four Advisors to Carnegie Private Wealth LPL Financial Closes Acquisition of The Investment Center, Inc. LPL Welcomes Shorepoint Wealth Management LPL Welcomes Financial Advisor Michael Carmichael LPL Welcomes Townsgate Wealth Management LPL Financial Welcomes Servant Path Wealth Partners to Linsco Channel LPL Financial Selects SS&C To Support Growing Retail Alternatives Business LPL Financial Reports Monthly Activity for January 2025 LPL Financial Selects SUBSCRIBE to Modernize Alternative Investment Platform LPL Financial Launches Comprehensive Alternative Investment Platform LPL Welcomes Prill | Garwood Financial Advisors LPL Financial Launches Planning Tools to Help Advisors Provide Personalized Service for Business Founders and CEOs LPL Financial Welcomes Southwest Advisory Group to Linsco Channel LPL Financial Welcomes Lex Wealth Management LPL Financial Welcomes Jackson/Roskelley Wealth Advisors LPL Financial to present at the Bank of America Securities Financial Services Conference LPL Financial Welcomes Charter Oak Wealth Partners LPL Financial Announces Fourth Quarter and Full Year 2024 Results LPL Financial Welcomes Salient Wealth Planning Group Anthony Calomeni of Heffernan Financial Services recognized as one of LPL Financial's top financial advisors Wintrust Financial Corporation Completes Integration with LPL Platform LPL Financial Welcomes Bruen Wealth Management LPL Financial Welcomes Advisor Christopher Ketchen to Linsco Channel LPL Financial Welcomes Johns Creek Financial LPL Financial Introduces Digital Marketing Platform to Power Advisor Growth LPL Welcomes Financial Advisors Larry Forlenza and Carl Hanks LPL Financial Welcomes Advisor Marcus Alexander to Linsco Channel LPL Financial Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call LPL Welcomes Lewellyn Wealth LPL Financial Welcomes Advisor John Somerville to Linsco Channel LPL Financial Continues to Transform the Advisor and Investor Experience Through Financial Technology LPL Financial Reports Monthly Activity for November 2024 LPL Financial Welcomes Advisor Jeffrey Grange to Linsco Channel Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation LPL Financial Welcomes Prestige Wealth Group LPL Research Team Releases 2025 Outlook: Pragmatic Optimism LPL Financial Celebrates its Growing Network of Women in Wealth Management LPL Financial Welcomes Financial Advisor Francisco J. Blanco LPL Financial Welcomes Frontline Investment Advisors LPL Financial to present at the Goldman Sachs Financial Services Conference LPL Financial Welcomes Argosy Financial LPL Financial Welcomes Renana Friedlich as Chief Information Security Officer LPL Financial Welcomes Happier Wealth LPL Financial Reports Monthly Activity for October 2024 LPL Financial Welcomes Strata Financial Group Prudential Financial Completes Integration with LPL Financial Platform, Delivering Experience Upgrade for its Retail Arm, Prudential Advisors LPL Financial Welcomes Prosperity Investment Management LPL Financial Hosts Program Leadership Conference for Top Bank and Credit Union Program Executives LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez LPL Financial Launches Curated AI Solutions for Advisors LPL Financial Welcomes Nexus Wealth Partners LPL Financial Welcomes S&G Wealth Partners LPL Financial Welcomes GWC Financial Advisors to Linsco Channel LPL Financial Announces Third Quarter 2024 Results LPL Financial Welcomes Goodwin Petrilli Financial LPL Financial Welcomes Dougherty, Tedesco & Associates LPL Financial Welcomes Financial Advisor William Fenwick Rich Steinmeier Named Chief Executive Officer of LPL Financial; Elected to Board of Directors LPL Financial Welcomes Eight Financial Advisors in Florida LPL Financial Welcomes Financial Advisor Ashton Medina LPL Financial Announces Third Quarter 2024 Earnings Release Date and Conference Call LPL Financial welcomes Morristown Wealth Management LPL Financial Welcomes The Noble Group LPL Financial Holdings Inc. Announces Termination of President and CEO Dan H. Arnold LPL Financial Closes Its Acquisition of Atria Wealth Solutions Cheri Belski Joins LPL Financial as Head of Investment Management Solutions LPL Financial Welcomes GreenPoint Wealth Management Zinnia Announces New Strategic Relationship With LPL Financial to Streamline Insurance Fulfillment LPL Financial Welcomes 57th Street Wealth Advisors to Linsco Channel LPL Financial Reports Monthly Activity for August 2024 LPL Financial welcomes Bury Financial Group LPL Financial Expands to Tempe LPL Financial Welcomes The Bindra Group to Linsco Channel LPL Financial Welcomes Apex Private Wealth Advisors BrookBridge Private Wealth Joins LPL Private Wealth Management LPL Financial Welcomes Northern Plains Financial Manager of the ACGM Total Portfolio Solutions Suite™ Announces Its Availability via LPL Financial's Manager Access Network (MAN) LPL Financial to Acquire The Investment Center, Inc. LPL Financial Appoints Tom Gannon as Chief Advocacy Officer LPL Financial welcomes advisor Kelly Compton LPL Financial Reports Monthly Activity for July 2024 LPL Financial Welcomes Academy Financial and PFG Advisors 4Point Wealth Management Joins LPL Strategic Wealth Services LPL Financial Welcomes Wealthstead Financial Advisors LPL Highlights Advanced Solutions for Advisors to Thrive Throughout the Lifecycle of Their Business Wealthtech and AI High Among Advisor Priorities at LPL Financial’s Focus 2024 LPL Financial Kicks Off Focus 2024, One of the Largest Gatherings of Financial Advisors in the World LPL Financial Welcomes Return of Harbor Lights Financial Group LPL Financial Welcomes Rockview Private Wealth LPL Financial Welcomes SoundWay Financial LPL Financial Welcomes Englert Financial LPL Financial Welcomes Rizza Financial Services LPL Financial Announces Second Quarter 2024 Results LPL Financial Welcomes Investment Advisors Financial Group LPL Financial Welcomes Stable Wealth LPL Financial Welcomes Technology Leader Sid Vyas as CTO of Infrastructure and Operations LPL Financial Welcomes Summit Planning Group LPL Financial Welcomes Integrity Financial Group LPL Research Releases 2024 Midyear Outlook: Still Waiting for the Turn Father-daughter advisors join LPL Financial to launch Countiss Wealth Management LPL Financial Announces Second Quarter 2024 Earnings Release Date and Conference Call Father, Daughter Advisors Join Linsco by LPL Financial LPL Financial Welcomes First Summit Capital Management Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial LPL Financial Reports Monthly Activity for May 2024 LPL Financial Welcomes James River Private Wealth LPL Financial Welcomes Russell Wealth Partners Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management Highway One Capital Launches With Support From LPL Strategic Wealth Services LPL Financial Welcomes Lifetime Legacy Wealth Solutions LPL Financial Welcomes Cousino Wealth Advisors LPL Financial Welcomes Generational Asset Planning LPL Financial Welcomes Highland Partners LPL Financial Welcomes FSI Wealth Management LPL Financial Welcomes Frank Financial Concepts LPL Financial Reports Monthly Activity for April 2024 LPL Welcomes Pilot Financial LPL Financial Welcomes Auctus Legacy Private Wealth Management LPL Financial Welcomes Cornerstone Financial Advisers LPL Financial Welcomes Financial Advisor Tara Blair LPL Financial Welcomes Noble Traditions Wealth LPL Financial Welcomes Advisor Chris Kitaeff LPL Financial Closes Acquisition of Crown Capital Securities Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services Burlwood Wealth Launches With Support From LPL Strategic Wealth Services LPL Financial Welcomes Guardian Partners Wealth Management LPL Financial Welcomes Journey Financial LPL Financial Announces First Quarter 2024 Results LPL Financial Welcomes Strategic Wealth Partners LPL Financial Welcomes Hickory Ridge Wealth Partners LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners Heritage Private Wealth launches with support from LPL Strategic Wealth Services LPL Financial Welcomes Spotlight Financial LPL Financial Welcomes Legacy Retirement Planning LPL Financial Welcomes Advisor Philip Nation LPL Financial Welcomes Strategic Insights Financial Planning Group LPL Financial Welcomes Somnio Wealth LPL Financial Releases 2024 Sustainability Report LPL Financial Announces First Quarter 2024 Earnings Release Date and Conference Call Gateway Expands Private Wealth Division MG Partners Private Wealth launches with support from LPL Strategic Wealth Services LPL Financial Welcomes Advisor Matthew Edwards LPL Financial Welcomes Windward Wealth Advisors Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services LPL Financial Reports Monthly Activity for February 2024 LPL Financial Welcomes Advisor Nolan Venable LPL Financial Welcomes McAnally Investment Group Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer LPL Financial Welcomes Five Independent Teams With $700 Million of AUM LPL Financial Welcomes Advisor Brian Pflaum LPL Financial Welcomes Aero Capital LPL Financial Welcomes RFS Financial Services LPL Financial Welcomes Endeavor Wealth Strategies Continuity Private Wealth launches with support from LPL Strategic Wealth Services Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship LPL Financial Reports Monthly Activity for January 2024 LPL Financial Welcomes Bice Wealth Management LPL Financial Launches Bespoke Planning and Investing Solutions to Help Advisors Attract and Serve High-Net-Worth Investors LPL Financial Welcomes CoastPoint Financial, LLC LPL Financial to Acquire Atria Wealth Solutions LPL Financial Welcomes Financial Advisor Blair Waller LPL Financial Welcomes Equity Design Group LPL Financial Announces Fourth Quarter and Full Year 2023 Results Financial Advisors Jonathan Maloney and Niki Davis Join LPL Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™ LPL Financial Welcomes Latus Group, Ltd. LPL Financial Welcomes Advisor Andrew Kutanovski LPL Financial Welcomes Maier & Associates Financial Group, Inc. LPL Financial Launches a Financial Literacy Program Based on the Lessons of Warren Buffett LPL Financial Announces Fourth Quarter 2023 Earnings Release Date and Conference Call LPL Financial Welcomes Goldman Group, Inc. LPL Financial Welcomes Helmsman Financial Strategies LPL Financial Welcomes Financial Advisor Zachary Fiandt Great Valley Advisor Group Marks Successful First Year of Strategic Partnership with LPL Financial Financial Advisor Stephen Freeman Joins Citizens Wealth Management and LPL’s Institution Services Platform LPL Financial Welcomes Upstate Financial Network LPL Financial Welcomes Best Wealth Management LPL Financial Reports Monthly Activity for November 2023 LPL Financial Earns WELL Health-Safety Rating for Three Home Office Locations Industry Veteran Amy Philbrook Joins LPL as New Head of Service LPL Research Team Releases Annual Outlook for 2024 LPL Financial Welcomes Oak Tree Financial Group LPL Financial, Gladstone Wealth Partners Welcome Cangelosi Wealth Management LPL Financial Charitable Foundation Named Community Impact Award Winner at Thinkadvisor’s Luminaries LPL Financial Names Sara Dadyar Chief Human Capital Officer LPL Financial Welcomes Financial Advisor Demetrios Paraskevopoulos LPL Financial Welcomes Financial Advisor Jerry Madden, Jr. LPL Financial to Present at the Goldman Sachs Financial Services Conference 2023 Industry Executive Jim McHale Joins LPL Financial as Chief Compliance Officer LPL Financial Welcomes Momentum Wealth The Warter Group joins LPL, Seapoint Wealth Advisors LPL Financial Welcomes Doherty Financial Services LPL Financial Reports Monthly Activity for October 2023 LPL Financial Introduces LPL Private Wealth Management LPL Financial Welcomes Financial Advisor Kane Vines Father-Son Financial Advisors Join Linsco by LPL to Launch Zambri Financial LPL Financial Welcomes Financial Advisor Blake Mier LPL Financial Welcomes SYV Wealth Advisors Advisor Anasuya Kabad Meyer’s ‘Invest in Others’ Win Garners Support for Daya, Inc. LPL Financial Welcomes GER Loftin Wealth Advisors LPL Financial’s ‘Rising Star’ Award and Mentoring Program Aim to Increase the Number of Women Financial Advisors in the Profession LPL Financial Welcomes ViewPoint Wealth Partners LPL Financial Welcomes Pathway Wealth Advisors Financial Advisor Carmen Pontelandolfo joins Linsco by LPL LPL Financial Welcomes 360 Wealth Advisors LPL Financial Announces Third Quarter 2023 Results Wealthbox Releases Integration with LPL Financial's ClientWorks Platform Advisors Who Leverage an Outsourced CFO Can Accelerate Growth, Drive Efficiency and Maximize the Value of Their Businesses, According to LPL Financial Financial Advisor Tyler B. Powell joins Linsco by LPL LPL’s Newest Tax Planning Offering Helps Advisors Meet Growing Investor Demand for Holistic Advice LPL Financial Welcomes Financial Advisor Daria Schumacher LPL Financial Welcomes the Return of Advisors Amy LeGate and Larry Silverman Steeplechase Capital Partners launches with LPL Financial Strategic Wealth Services LPL Financial Welcomes OUCU Investment Services to the LPL Institution Services Platform Financial Advisors Jared West and Sandy Brown are 50th Team to Join Linsco by LPL Financial LPL Financial Advisors Named to Barron’s 2023 List of Top 100 RIA Firms in America Sides Wealth Advisory Group Launches With LPL Financial Strategic Wealth Services LPL Financial Announces Third Quarter 2023 Earnings Release Date and Conference Call LPL Financial Welcomes Bradford Capital Group Father-Daughter Financial Advisors Joe And Jamie Bryant Join Linsco By LPL Financial PB FAM Private Wealth Launches With Linsco by LPL Financial LPL Financial Welcomes Vintage Financial Group LPL Financial Welcomes Wealth Management and Legacy Planning Group LPL Financial’s Greg Gates Named Chief Technology Officer of the Year LPL Financial Reports Monthly Activity for August 2023 LPL Financial Highlights Progress of Liquidity & Succession Program Financial Advisor Aaron Cizon Joins Linsco by LPL Financial The Francis Group at LPL Launches in California by Joining LPL Strategic Wealth Services Father-Son Financial Advisors Michael and Wes Climer Join Linsco by LPL Financial FINANCIAL RESOURCES GROUP ANNOUNCES PARTNERSHIP WITH KERRIGAN GROUP AND WINONA WEALTH MANAGEMENT LPL Financial Welcomes Validus Financial Associates Financial Advisors Ed Winegar and Gregory Berg Join Linsco by LPL Financial LPL Financial Welcomes Legacy Wealth Advisors, Inc. LPL Financial Welcomes Financial Advisors Steve Boeckmann and David Wyzgowski LPL Financial Technology Leader Greg Gates Named CIO of the Year Woman-Led Revel Private Wealth Launches With Support From LPL Financial Prudential Financial and LPL Financial Sign Strategic Relationship Agreement to Expand Retail Wealth Management Capabilities and Drive Growth Commerce Financial Advisors Joins LPL Financial’s Institution Services Platform Financial Advisor Matthew Holbrook Joins Linsco by LPL Financial LPL Financial Welcomes Watermark Wealth Management LPL Financial Reports Monthly Activity for July 2023 LPL Financial Study Reveals How Top Advisors Achieve Extraordinary Results LPL Financial Welcomes Financial Advisor Andrew Hayek Breakaway Wealth Management Launches with Support From LPL Financial LPL Financial Welcomes Financial Advisors Colleen Schuler and John Gibson Financial Advisor Brendan Wood Joins Linsco by LPL Financial Veritas Legacy Wealth Launches With Support From LPL Financial LPL Adds Direct Indexing to Its Model Wealth Portfolios Platform LPL Financial Kicks Off Its 2023 Flagship Focus Conference in San Diego LPL Financial Welcomes Return of Advisor Richard Donahue Pinnacle Private Wealth Advisors Launches With Support From LPL Financial LPL Financial Announces Second Quarter 2023 Results   LPL Financial Names Althea Brown Chief Legal Officer Pacific Legacy Wealth Partners Launches With Support From LPL Financial LPL Financial to Acquire Financial Services Provider Crown Capital Securities PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution Advisors John Thornton and Jake Mclean Join Linsco By LPL Financial LPL Financial Welcomes Syracuse Wealth Management LPL Financial Welcomes Financial Advisor Laura Evans LPL Financial Welcomes Advanced Benefit Systems LPL Financial Welcomes Financial Advisor David W. Rodgers LPL Financial Publishes Midyear Outlook 2023 FINANCIAL ADVISOR BART DELUCA JOINS LPL FINANCIAL TO OPEN MARYLAND OFFICE WITH INTRUA FINANCIAL LPL Financial Welcomes 509 Wealth Management LPL Financial Announces Second Quarter 2023 Earnings Release Date and Conference Call LPL Financial Welcomes Sopher Financial Group LPL Financial Adds Returning Leader to Strategic Business Development LPL Financial Welcomes Financial Advisor Buddy Favor LPL Financial Welcomes Financial Advisors Scott Hartman And Adam Johnston Omnia Wealth Group Launches With Support From LPL Financial LPL Financial Welcomes Blue Sky Wealth Management LPL Financial Reports Monthly Activity For May 2023 Advisor Christopher J. Coffin Joins Linsco By LPL Financial LPL Financial Welcomes Financial Advisor Adam Legate RLJ Lodging Trust Announces the Appointment of Chad Perry as Executive Vice President and General Counsel LPL Financial Welcomes Forte Financial Planning LPL Financial Appoints Two New Strategists to Its Investment Research Team LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management LPL Financial Welcomes Integrity Wealth Advisor Group LPL Financial Welcomes Hoff Bujnoch & Associates Advisor Amy S. Lawrence Joins LPL Financial to Launch Independent Practice Engine Capital Issues Letter to the Board of Directors of Avantax Regarding the Urgent Need to Explore Strategic Alternatives LPL Financial Technology Invests in Advisor and Investor Experience With Addition of New Executives LPL Financial Welcomes Return of Individual Financial Services Father-Son Team Joins LPL Financial to Launch Wiser Advisor Group LPL Financial Welcomes New Chief Analytics and Data Officer to Amplify Artificial Intelligence Initiatives Advisor Jonathan Kesselman Joins LPL Financial to Launch Independent Practice Bridgewright Wealth Partners Launches With Support From LPL Strategic Wealth Services LPL Financial, Bleakley Financial Group Welcome Amwell Ridge Wealth Management LPL Financial Reports Monthly Activity for April 2023 LPL Financial Welcomes Hedberg Wealth Managment LPL Financial Welcomes Five-Advisor Team to Its Institution Services Platform LPL Financial Welcomes Financial Advisor Michelle Brennan Hall LPL Financial Welcomes New Father-Son Linsco Team LPL Financial Welcomes Landmark Capital LPL Financial Welcomes Financial Advisor Nate Carlon Advisor Growth Strategies Study Reveals Top Factors Driving M&A Market, Firm Valuations LPL Financial Announces First Quarter 2023 Results LPL Financial Welcomes Financial Advisor Dustin Mac Brown and His Team Sheehan Wealth Partners Joins LPL Strategic Wealth Services SOUTHSTATE INVESTMENT SERVICES RECOGNIZED AS TOP INVESTMENT PROGRAM BCU and BCU Wealth Advisors, LLC, Partner with CUNA Mutual Group LPL Financial Welcomes CG Advisor Network LPL Financial Welcomes One2One Wealth Strategies LPL Financial Welcomes C&N Wealth Management to Its Institution Services Platform LPL Financial Announces First Quarter 2023 Earnings Release Date And Conference Call LPL Financial Welcomes Walker Alston Financial Group LPL Financial Releases 2023 Sustainability Report Toledo-Based Financial Design Group Makes Move to LPL Financial Platform Financial Advisor Kemp Cunningham Joins LPL to Launch Independent Practice LPL Financial Welcomes SC Financial Group LPL Financial Reports Monthly Activity For February 2023 Financial Advisor Joaquin Lopez Joins LPL Financial LPL Financial Recognized for Technology Innovation by Bank Insurance Securities Association Financial Advisors Ron Clark, George Brkljacic Join LPL Financial Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial to Launch Zion Capital Wealth Management LPL Financial Welcomes Advisor Nick Lalonde After Navigating Local Economic Hurdles, Small Businesses Find Their Place LPL Financial Welcomes New Linsco Advisor in San Diego Carnegie Private Wealth Launches With Support of LPL Strategic Wealth Services LPL Financial Welcomes Lanier Wealth Management Eric Gallinger Joins LPL Financial, Stratos Wealth to Launch Independent Firm Maher Wealth Management Launches With Support of LPL Strategic Wealth Services Julian Lopez Joins LPL as Executive Vice President, Independent Advisor Services LPL Financial Promotes Aneri Jambusaria to Managing Director, LPL Services Group Joseph Conroy, CFP® HONORED AS ONE OF LPL FINANCIAL'S TOP FINANCIAL ADVISORS LPL Financial Realigns Organization in Support of Client Experience LPL Financial Reports Monthly Activity for January 2023 Legacy Financial Group Joins LPL Financial CORRECTION -- LPL Financial Debuts Partial Book Sales Service LPL Financial Debuts Partial Book Sales Service LPL Financial to Present at the Credit Suisse 24th Annual Financial Services Forum LPL Financial Announces Fourth Quarter and Full Year 2022 Results LPL Financial Closes Acquisition of Financial Resources Group Investment Services LPL Financial Closes Acquisition of Boenning & Scattergood LPL Financial Welcomes Advisor Jonathan Blakelock LPL Financial Expands Leadership Team With Addition of Senior Client Experience Executives LPL Financial Welcomes New Linsco Teams in Texas and Florida LPL Financial Announces Fourth Quarter 2022 Earnings Release Date and Conference Call LPL Financial Welcomes Fenton Wangler Financial Albert Ko Elected to LPL Financial Board of Directors Financial Advisor David J. Dobrusin Joins LPL Financial LPL Financial Welcomes Advisor Matt Irwin LPL Financial Recognized as Most Responsible by Newsweek for Third Year in a Row 18 Advisor Team Strategic Partners, Inc Joins LPL Financial LPL Financial Reports Monthly Activity for November 2022 LPL Financial Continues to Expand Investment Research Team With New Head of Model Portfolio Management Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group LPL Financial Study on Secure 2.0 Supports Passage of Federal Retirement Legislation Menninger & Associates Financial Planning Joins LPL Financial LPL Financial Publishes Outlook 2023 Financial House Joins LPL Financial LPL Financial to Present at the Goldman Sachs 2022 US Financial Services Conference LPL Financial Appoints Adam Turnquist as Chief Technical Strategist LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform Plummer Wealth Strategists Joins LPL Financial as Ownership Passes to Second Generation Holistiplan Tax Planning Technology Now Available to LPL Financial Advisors LPL Financial Reports Monthly Activity for October 2022 Financial Advisor Tim Truebenbach Joins Linsco by LPL Financial LPL Financial to Hold Investor and Analyst Day on November 16 LPL Financial Welcomes BancorpSouth to Its Institution Services Platform Artiea Capital Management Joins LPL Financial Legacy Financial Advisors Joins LPL Financial, Returns to JFC Advisor Network LPL Financial to Acquire Financial Resources Group Investment Services LPL Financial Wins MMI/Barron’s Wealth Manager Platform of the Year Barney Financial Services Joins LPL Financial, Returns to JFC Advisor Network LPL Financial Announces Third Quarter 2022 Results Financial Advisor Chris Albright Joins LPL Financial, Forms Partnership to Strengthen Practice Chip Marcus Joins Linsco By LPL Financial The Albany Group Launches With Support Of LPL Strategic Wealth Services LPL Financial Announces Third Quarter 2022 Earnings Release Date and Conference Call Resonate Wealth Partners Launches With Support of LPL Strategic Wealth Services Bodnar Financial Advisors Joins LPL Financial LPL Financial Launches New Bookkeeping Services Financial Advisor Marianela Silva Joins LPL Financial LPL Financial Announces Research Team Appointments Pete Dorsey Joins LPL as Executive Vice President, Institution Services Vero Wealth Management Becomes 25th Team to Join Linsco by LPL Financial LPL Financial Reports Monthly Activity for August 2022 LPL Financial Wins the Gold From Brandon Hall Group for Best Advanced Leadership Development Women-Led Oregon Team Joins LPL Financial LPL Financial, Kaplan Announce Strategic Educational Agreement Multigenerational Financial Advisor Team Joins Linsco by LPL Financial Broadway Wealth Management Joins Linsco by LPL Financial Genesis Financial Partners Aligns With JFC Advisor Network and LPL Financial People’s United Joins LPL Financial’s Institution Services Platform Financial Advisor My Ton Opens Texas Office With LPL Affiliated Intrua Financial LPL Financial Reports Monthly Activity for July 2022 LPL Managing Director and Chief Technology & Information Officer Greg Gates a Finalist for CIO of the Year Award LPL Financial Hires Katelyn Shackleton as Executive Vice President, Corporate Strategy & New Ventures LPL Financial Announces Second Quarter 2022 Results LPL Financial and Perennial Financial Services Welcome Eddie Chan LPL Financial Hires Bill Sappington as Executive Vice President, Banking and Lending Solutions Ivan Hendricks, Candor Wealth Partners Aligns With LPL Financial LPL Financial Publishes Midyear Outlook 2022 LPL Financial to Acquire Boenning & Scattergood LPL Financial Announces Second Quarter 2022 Earnings Release Date And Conference Call LPL Financial, River’s Edge Wealth Partners Welcome Two New Financial Advisors LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM®) LPL Financial Launches Private Client Services Network LPL Financial Reports Monthly Activity for May 2022 LPL Financial and the Financial Services Network Welcome Encore Capital Management LPL Financial To Present At The Morgan Stanley US Financials, Payments & CRE Conference CUNA Brokerage Services, Inc. Joins LPL Financial’s Institution Services Platform LPL Financial Reports Monthly Activity for April 2022 Financial Advisor Randall Pickett Joins Linsco by LPL Financial Carmack Capital Management Joins LPL to Launch Independent Practice LPL Chief Human Capital Officer Recognized as a Leader of Distinction LPL Financial, Claritas Financial Partners Welcome Nick Bevad LPL Financial Hires Brett Goodman as Executive Vice President, Corporate Development and Investor Relations LPL Financial Announces First Quarter 2022 Results LPL Financial Welcomes People’s United to Its Institution Services Platform Financial Advisor Michael Gavett Joins Linsco by LPL Financial LPL Financial Hires Kabir Sethi, Managing Director and Chief Product Officer; Matt Enyedi to Lead National Sales and Marketing The R. B. Mitchell Team Joins Linsco by LPL Financial Platte River Private Wealth Launches With Support of LPL Strategic Wealth Services LPL Financial Launches Paraplanning Services to Its Advisors and Institutions LPL Financial, Professional Wealth Advisors Welcome Mother-Son Team 119 LPL Financial Advisors Named 2022 Forbes Best-In-State LPL Financial Welcomes Father-Daughter Team, Northern Lakes Financial Group Beltway Wealth Management Joins Linsco by LPL Financial LPL Financial Releases 2022 Sustainability Report Financial Advisor Lisa Tesar Joins Linsco By LPL Financial LPL Financial Announces First Quarter 2022 Earnings Release Date and Conference Call LPL Financial Adds Separately Managed Account Strategies To Model Wealth Portfolios Platform Alcove Private Wealth Launches With Support of LPL Strategic Wealth Services LPL Financial Recognized for Technology Innovation by Bank Insurance & Securities Association LPL Financial Welcomes Floe Financial Partners LPL Financial Advisors Named to Barron’s 2022 List of Top Financial Advisors in America LPL Financial Reports Monthly Activity for February 2022 LPL Financial, The Network Welcome Ascend Wealth Management Brothers Blake and Drew Turner Join Linsco by LPL Financial Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services LPL Financial to Present at the Wolfe FinTech Forum 2022 LPL Financial, Inc Advisors Welcome First Hope Wealth Management Financial Advisor Mark Ross Joins Linsco by LPL Financial LPL Financial Reports Monthly Activity For January 2022 Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors LPL Financial Advisors Named to 2022 Forbes Top Women Advisor Lists LPL Financial, Cornerstone Wealth Management Welcome Planify Group LPL Financial Announces Fourth Quarter and Full Year 2021 Results LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman LPL Financial Welcomes Family Team, Accardi Financial Group Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services LPL Financial, Gladstone Welcome Father-Daughter Team Lau Financial Group Launches With Support of LPL Strategic Wealth Services LPL Financial, Gladstone Welcome Mclaughlin Asset Management LPL Financial Welcomes Financial Advisor Corey Phillips LPL Financial Welcomes Elite Financial Network LPL Financial Announces Fourth Quarter 2021 Earnings Release Date and Conference Call LPL Financial Welcomes Sterling Wealth Group LPL Financial Reports Monthly Activity for November 2021 LPL Financial, JFC Advisor Network Welcome Lamont Financial Group Financial Advisor Bob Trent and Team Join Linsco by LPL Financial Financial Advisor Gene Foley Joins Linsco by LPL Financial Advisor Michael Markovich Joins Linsco by LPL Financial LPL Financial, The Network Welcome Humanity Wealth Advisors LPL Financial Publishes Outlook 2022 Point 32 Investment Partners Launches with Support of LPL Strategic Wealth Services LPL Financial Welcomes HPK Provident Advisors LPL Financial Celebrates 30 Years of Advisory Innovation LPL Financial, The Network Welcome Clearview Wealth Partners LPL Financial Reports Monthly Activity for October 2021 LPL Financial Welcomes First Citizens Investment Center Winget Benton Wealth Management Joins Linsco by LPL Financial Three Advisors Join LPL Financial’s Advisor Inclusion Council Newsweek Report Ranks LPL Financial Among America’s Most Responsible Companies LPL Financial and Gladstone Wealth Partners Welcome Financial Advisor Scott Howell LPL Financial, JFC Advisor Network Welcome River Cities Financial Services LPL Financial Welcomes Integrity Wealth Team LPL Financial Announces Third Quarter 2021 Results Winchell Financial Group Launches With LPL Strategic Wealth Services LPL Financial Welcomes Riolo Financial Group LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors LPL Financial Launches SMS Plus Powered by Lincoln Financial Group LPL-Affiliated Advisors Honored as 2021 ‘Top Wealth Advisor Moms’ LPL Financial Welcomes Guy Rodgers Private Wealth Strategies LPL Financial, Gladstone Welcome Financial Advisor Douglas Chin Seven LPL Financial Advisors Recognized by Forbes as Top Next-Gen Advisors Alia Wealth Partners Joins LPL Strategic Wealth Services LPL Financial Welcomes Advisor Sean Khaligh LPL Financial Announces Third Quarter 2021 Earnings Release Date and Conference Call LPL Financial, JFC Advisor Network Welcome First Legacy Wealth Management Three LPL-Affiliated Advisor RIA Firms Named to Barron’s Top 100 RIA Firms List for 2021 Polaris Advisors Joins LPL Strategic Wealth Services Four LPL Advisors Named to Barron’s Top 100 Independent Financial Advisors List for 2021 LPL Financial, Gladstone Welcome Wealth Advisory Services LPL Financial Reports Monthly Activity for August 2021 All-Woman Team, NorthShore Financial Strategies, Joins LPL Strategic Wealth Services LPL Financial, JFC Advisor Network Welcome Sandstone Wealth Management LPL Financial Foundation Forms Two New Partnerships to Encourage Equity in Our Industry and Communities LPL Financial Hires Cara Dailey as New Chief Data Officer Shoreline Wealth Management Launches with Support of LPL Financial Strategic Wealth Services LPL Financial Welcomes Family-Run Vande Bossche Financial Planning & Wealth Management LPL Financial, Gladstone Welcome Financial Advisor Francis Ciocari Matthew Morningstar Joins LPL Financial as EVP, Compliance, Legal & Risk LPL Financial Welcomes Corpus Christi Financial Group Forbes Lists Three LPL Financial Advisors Among 2021 Top Wealth Advisors LPL Financial Welcomes TBT Financial Services All Women Team, Taylor Wealth Management, Joins LPL Financial StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services LPL Managing Director and Chief Investment Officer Burt White to Retire From LPL, Effective March 2022 LPL Financial Reports Monthly Activity for July 2021 Applewhite Tyll Retirement Planners Join Linsco by LPL Financial Tower 68 Financial Advisors Launches With Support of LPL Strategic Wealth Services LPL Financial Welcomes Ice Capital Management LPL Financial to Present at the UBS Financial Services Virtual Conference LPL Financial Hosts 2021 Focus Conference LPL Financial Hires Corey Staten as EVP, Service LPL Financial Lowers Advisory Account Minimums LPL Financial Welcomes Capstone Financial Partners Greg Gates Named Managing Director, Chief Technology & Information Officer for LPL Financial LPL Financial Announces Second Quarter 2021 Results LPL Financial Welcomes Financial Advisors Kyle Smith and Michael Sandlin LPL Financial Welcomes West End Advisory Group PBC Private Wealth Launches With Support of LPL Strategic Wealth Services LPL Financial Launches Solution Protecting Independent Advisors and Business Owners During Short-Term Leave LPL Financial Publishes Midyear Outlook 2021 LPL Financial Welcomes Pacstar Financial Group LPL Financial and Gladstone Wealth Partners Welcome Veritas Capital Management LPL Financial Supports Adoption of South Carolina Law Protecting Senior Investors and Vulnerable Adults LPL Financial Announces Second Quarter 2021 Earnings Release Date and Conference Call LPL Financial Rolls Out New Advisory Enhancement, Providing More Flexibility and Customization LPL Financial, HUB Retirement and Wealth Management Welcome Financial Advisor Brandon Chase Two LPL Financial Advisors Among Nation’s Best Women Advisors Arise Private Wealth Launches With Support of LPL Strategic Wealth Services M&T Bank Joins LPL Financial’s Institution Services Platform LPL Financial Welcomes 30 Member Team Brian M. Woods Financial Services M&T Bank Launches Access to New Capability, Wilmington Advisors @ M&T, Providing Enhanced Retail Brokerage and Advisory Services through LPL Financial LPL Financial Makes It Easier for Large Firms, Institutions and RIAs to Run Models-Based Practices Boggs & Company Wealth Management Launches With Support of LPL Strategic Wealth Services LPL Financial Reports Monthly Activity for May 2021 LPL Financial Welcomes Curtis Barnard Financial Services and Riverfront Financial Group LPL Financial and Gladstone Wealth Partners Welcome Puzzle Wealth Solutions LPL Financial Welcomes CUNA Brokerage Services, Inc. to Its Institution Services Platform UPDATE -- LPL Financial Ranked Among Top 100 Companies Supporting Healthy Communities and Families by JUST Capital LPL Financial Ranked Among Top 100 Companies Supporting Healthy Communities and Families by JUST Capital LPL Financial, Bleakley Financial Group Welcome the Patterson Group & Steve Owings LPL Financial and Perennial Financial Services Welcome Advisors Mike Fuller and Rob Barber LPL Financial to Present at the Virtual Morgan Stanley US Financials, Payments & CRE Conference LPL Financial Hires Waddell & Reed’s Shawn Mihal to Lead Institution Services LPL Financial Earns Spot Among 2021 Fortune 500 List LPL Financial Welcomes Benchmark Financial Services LPL Financial and INC Advisors Welcome Bergen Point Wealth Management LPL Financial Hires EVP, Advisor Growth Solutions LPL Financial Reports Monthly Activity For April 2021 Industry Veterans Launch NJ-Based RIA Talisman Wealth Advisors LPL Financial Announces Completion of Senior Unsecured Notes Offering LPL Financial and Gladstone Wealth Partners Welcome Women-Led Platinum Wealth Management of Buckhead LPL Financial Welcomes Financial Advisor Jeffrey Schiffman LPL Financial’s Newest Proprietary Tool Makes it Easier for Advisors to Prepare for Client Meetings LPL Financial Welcomes Financial Advisor Rob DeHollander LPL Financial Announces Pricing of Senior Unsecured Notes Offering LPL Financial Welcomes Investment Strategies Advisors LPL Financial Announces Proposed Senior Unsecured Notes Offering LPL Financial and Gladstone Wealth Partners Welcome Platinum Wealth Advisors Two LPL Financial Firms Named to Barron’s Top 100 Private Wealth Management Teams List LPL Financial and Wealth Consulting Group Welcome Financial Advisor Joel Drake LPL Financial and Inc Advisors Welcome Kraner, LLC LPL Financial Closes Acquisition of Waddell & Reed’s Wealth Management Business LPL Financial Announces First Quarter 2021 Results Seapoint Wealth Advisors Launches with Support of LPL Financial LPL Financial Welcomes Financial Advisor Dennis P. Durocher LPL Financial Releases 2021 Sustainability Report LPL Financial Welcomes Lereah Financial Group LPL Financial Welcomes Walnut Beech Advisors LPL Financial Welcomes Financial Advisor Kip Adams and Team NorthEnd Private Wealth Launches With Support of LPL Financial LPL Financial Welcomes Woods Financial Group LPL Financial Welcomes CR Davis & Company LPL Financial Announces First Quarter 2021 Earnings Release Date and Conference Call 19 LPL Financial Advisors Named 2021 Forbes Top Women Advisors LPL Financial Welcomes Texas Team of Financial Advisors LPL Financial Welcomes Hendrix Group Financial Services Barron’s Ranks LPL Financial-Affiliated Rias Among Top 100 Firms LPL Financial Welcomes Progressive Financial Concepts LPL Financial Welcomes Financial Advisor Tim Vanderloo LPL Financial Advisors Named to Barron’s List of Top Financial Advisors in America LPL Financial Reports Monthly Activity for February 2021 LPL Financial Announces Completion of Leverage-Neutral Transaction Amending Senior Secured Credit Facilities and Offering Senior Unsecured Notes LPL Financial Welcomes The Monteverde Group LPL Financial Welcomes The Fox Alliance LPL Financial Attorneys Selected for Legal Industry DEI Fellowship LPL Financial Announces Pricing of Senior Unsecured Notes Offering LPL Financial Announces Proposed Leverage-Neutral Transaction to Refinance Its Senior Unsecured Notes LPL Financial to Present at the Wolfe Virtual FinTech Forum 2021 LPL Financial to Provide Wealth Management Services to Members of PSECU LPL Financial Supports Austin Community Impacted by Winter Storm LPL Financial Welcomes WWK Investments 92 LPL Financial Advisors Named Forbes Best-In-State LPL Financial Welcomes CVG Wealth Management LPL Financial to Present at the 22nd Annual Credit Suisse Virtual Financial Services Forum LPL Financial Launches Video Series on Issues Facing Black Community LPL Financial Welcomes Foran Financial Group LPL Financial’s New Brand Identity Ushers in a New Era of Advice and Affirms to Advisors: “Your Greatness Is Our Goal” LPL Financial Announces Managing Director Scott Seese to Take Personal Leave of Absence LPL Financial Reports Monthly Activity for January 2021 LPL Financial Launches M&A Solutions to Support Advisors’ Growth Goals, Unlock Practice Value at Sale LPL Financial Welcomes Financial Advisor Darrell Todd LPL Financial Announces Fourth Quarter and Full Year 2020 Results LPL Financial Welcomes Financial Advisor Tiger Blackwell LPL Financial Welcomes Washington Crossing Financial Group LPL Financial Hires Edward Fandrey as Managing Director, Advisor Solutions LPL Financial Welcomes Financial Advisor Gary Stiles LPL Financial Welcomes West Texas WealthCare LPL Financial Welcomes Integrity Financial Services LPL Financial Welcomes FDR Financial Group LPL Financial Announces Fourth Quarter and Full Year 2020 Earnings Release Date and Conference Call LPL Financial, Professional Wealth Advisors Welcome Financial Advisor Bryan Schneider LPL Financial, Gladstone Wealth Partners Welcome Mother and Son Team LPL Financial Reports Monthly Activity for November 2020 LPL Financial Integrates RightCapital Within ClientWorks Technology Platform LPL Financial Hires Brent Simonich as EVP, Chief Accounting Officer and Treasurer LPL Financial Welcomes White Oak Investment Management LPL Financial Awarded for Its Innovative M&A Solutions LPL Financial, Gladstone Wealth Partners Welcome Advisor Joe Mastroianni LPL Financial Research Publishes Outlook 2021: Powering Forward LPL Financial Welcomes Rosemont Financial Group LPL Financial to Acquire Waddell & Reed’s Wealth Management Business and Enter Into Long-Term Partnership With Macquarie LPL Financial Welcomes Nautica Wealth Advisors LPL Financial Welcomes Verus Capital Partners Adara Wealth Management Launches With Support of LPL Strategic Wealth Services $2b Wirehouse Team Joins LPL Financial, Gladstone Wealth Partners LPL Financial and KM Capital Group Welcome Financial Advisors Jerry Giordano, Joseph Praino LPL Financial Reports Monthly Activity for October 2020 LPL Financial Welcomes Trivium Point Advisory LPL Financial Welcomes Investment Services at First Community to Its Institution Services Platform LPL Financial and INC Advisors Welcome Trilith Wealth Management Ben Welch joins LPL Financial as EVP, Trading LPL Financial Announces Third Quarter 2020 Results LPL Acquires Fintech Firm Blaze Portfolio LPL Financial Welcomes Father-son Advisors Michael and Patrick O’reilly LPL Financial Welcomes Eight Advisors after CenterState Bank, South State Bank Merger LPL Financial Welcomes Tagge Rutherford Financial Group LPL Financial Welcomes Father-Son Advisors Tom and Bill Smothers LPL Financial Selected as Finalist for MMI’s Wealth Manager Platform of the Year Award LPL Financial Hosts Virtual Women’s Conference Throughout October Thomas Cappello, CFA Joins LPL Financial as Executive Vice President and Chief Risk Officer LPL Financial and Gladstone Financial Resources Group Welcome Advisor Rajat Rajan LPL Financial and Financial Resources Group Welcome GreenState Wealth Management LPL Financial Advisors Named ‘Top Wealth Advisor Moms’ LPL Financial and Merit Financial Group Welcome Reason Financial LPL Financial Congratulates Advisor on Lifetime Achievement Award for Charitable Work LPL Financial Announces Third Quarter 2020 Earnings Release Date and Conference Call LPL Financial Welcomes Hendrix Group Financial Services Barron’s Ranks LPL Financial-Affiliated Rias Among Top 100 Firms LPL Financial Welcomes Financial Advisor Forrest Williams, Jr. LPL Financial Welcomes JTL Wealth Partners North Bend Wealth Management Launches With Support of LPL Strategic Wealth Services LPL Financial Welcomes SGC Financial and Insurance Services LPL Financial Advisors Ranked Among Top 100 Independent Advisors Nationwide LPL Financial Reports Monthly Activity for August 2020 River’s Edge Wealth Partners Launches With Support of LPL Strategic Wealth Services LPL Financial Welcomes Summit Wealth Advisors LPL Financial Welcomes Raintree Wealth Partners LPL Financial Closes Lucia Securities Asset Acquisition Focus 2020 Highlights LPL’s Commitment to Helping Advisors Thrive LPL Financial Closes E.K. Riley Asset Acquisition LPL Financial Managing Director and Divisional President Andy Kalbaugh to Retire, Effective March 2021 LPL Financial Reports Monthly Activity for July 2020 LPL Financial Welcomes Equitrust Financial Group LPL Financial Hires Scott Belous to Lead End User Experience LPL Financial and Financial Resources Group Welcome Bialke Financial Partners LPL Financial and Financial Advocates Welcome Advisors T. Scott Dudley and David McQuade Claritas Financial Partners Launches With Support of LPL Strategic Wealth Services LPL Financial Announces Second Quarter 2020 Earnings Release Date and Conference Call LPL Financial Welcomes Financial Advisors Brian Wall, Joe Nastasi LPL Financial Welcomes Financial Advisor Corinne Koehler LPL Financial Welcomes JFC Financial Services LPL Financial Welcomes Summit Street Wealth Management at Bank Five Nine LPL Financial to Acquire Lucia Securities LPL Financial Launches New Business Solution to Provide Advisors Peace of Mind by Protecting Business Value LPL Financial Welcomes Cashman Consulting LPL Financial and Private Advisor Group Welcome Broadway Graham Wealth Partners LPL Financial’s Scott Seese Named Finalist in the 2020 Charlotte CIO of the Year ORBIE Awards LPL Financial Welcomes Invex Financial LPL Financial Welcomes Sibling Advisors Ed Bell III, Gretchen Collins LPL Financial and Gladstone Financial Resources Group Welcome ArrowPoint Wealth Management   LPL Financial Welcomes Staples Financial LPL Financial Reports Monthly Activity for April 2020 LPL Financial Welcomes CenterPoint Wealth Advisors LPL Financial Opening Austin Base for Technology Workforce LPL Financial Welcomes Ridgeline Wealth Management LPL Financial Welcomes Winston Wealth Advisors LPL Financial Reports Monthly Activity for May 2020 LPL Financial Announces First Quarter 2020 Results LPL Financial Announces Release of Second Sustainability Report 21 LPL Financial Advisors Named Forbes Top Women Advisors 2020 LPL Financial Welcomes Financial Advisor Lance Pelky LPL Financial Announces Second Quarter 2020 Results LPL Bank and Credit Union Investment Program Managers Make Up One-Third of Industry Top 30 List LPL Financial Congratulates Next-Gen Advisors Recognized in Forbes LPL Financial to Acquire Assets of E.K. Riley Investments Two LPL Financial Advisors Ranked Among Top Women Advisors in Nation LPL Financial and Simmons Bank Welcome Investment Program of Landmark Bank LPL Financial, The Financial Services Network Welcome Crossroads Financial Services