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LPL Financial to Acquire Crown Capital Securities LPL has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, a full-service broker-dealer Learn more
LPL Financial Closes Acquisition of Crown Capital Securities SAN DIEGO, May 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”) announced it has closed its acquisition of the wealth management business of Crown Capital
Crown Capital Securities - Orange, CA Firm Profile - Finance Strategists CROWN CAPITAL SECURITIES, L P is a fee-based registered investment advisory firm which has been successfully operating since 2000 with its headquarters located in Orange, CA As a broker-dealer and insurance broker agent, the firm provides investment advice to a diverse clientele base
LPL Financial Closes Acquisition of SoCal-Based Crown Capital Securities Previously reported by AltsWire, LPL entered into a definitive purchase agreement in July 2023 to purchase Crown Capital, a brokerage which then supported 260 financial advisers who served approximately $6 5 billion of advisory and brokerage assets
LPL Financial Closes Acquisition of Crown Capital Securities "We continue to be impressed with Crown Capital's growth mindset and deep commitment to the value of independence for financial advisors," said Rich Steinmeier, LPL Financial managing director and divisional president, Business Strategy Growth
LPL Completes Acquisition Of $5B California B-D - fa-mag. com LPL Financial announced that it has completed the acquisition of the wealth management business of Crown Capital Securities, expecting to onboard about $5 billion of client assets from the