Patrick Burke and Tim Powell are joining LPL Financial, which is based in Tarka.
1 report, 1 independent
Updated Aug 28
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What happened
Patrick Burke and Tim Powell are joining LPL Financial, which is based in Tarka.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.Also in this story
- Mike Holtschlag was appointed EVP of Banking and Lending at LPL Financial on June 30, 2025, after spending 17 years at Fidelity Investments.
- LPL Financial welcomed Nicole James to its team, who joined from Osaic.
- LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.
The entities involved
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LPL Financial
independent broker-dealer in the United States
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Patrick Burke
researcher (ORCID 0000-0003-2547-6374)
Nothing else this week.
Coverage
Newest first; wire copies grouped- GlobeNewswireLPL Financial Welcomes Concentric Wealth Management SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Fi