Lpl Financial To Acquire Financial Services Provider Crown Capital Securities

Lpl Financial To Acquire Financial Services Provider Crown Capital Securities

07/25/23, 8:04 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgsan diego
Industry
finance
LPL Financial LLC (“LPL Financial” or “LPL”) today announced that the firm has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, L.P. (“Crown Capital” or “Crown”), a full-service broker-dealer and registered investment advisor (“RIA”) headquartered in Orange County, California. Crown supports approximately 260 financial advisors, who serve approximately $6.5 billion of advisory and brokerage assets.

Company Info

Company
LPL Financial Holdings
Location
n fm 620 building c
San Diego, California, United States
Company info
LPL Financial Holdings Inc. is a leading investment and wealth management company with a focus on supporting independent financial advisors and institutions. As a publicly traded company listed on NASDAQ (LPLA), LPL Financial offers a range of services to optimize the success of financial advisors and institutions, including capabilities, technology, and comprehensive support.

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