LPLA-LPL FINANCIAL HOLDINGS INC

LPL Financial Expands Network with Lex Wealth Management's $630 Million Asset Transition Amid Competitive Recruiting Landscape

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Sunday

23 February, 2025

LPL Financial is making strategic moves by welcoming Carmen and Chris Lex from Lex Wealth Management, managing $630 million in assets, as it seeks to enhance its network and appeal to seasoned advisors. In a fiercely competitive recruitment landscape, can LPL maintain its edge against rivals like Ameriprise?

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