Source: GlobeNewswire

Press Release: Lucia Securities : LPL Financial Welcomes Ellis Financial Group

CHARLOTTE, N.C., July 13, 2018 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ:LPLA), a leading retail investment advisory firm and independent broker-dealer, today announced that Ellis Financial Group joined LPL's broker-dealer and corporate registered investment advisor (RIA) platforms. Ellis Financial Group joined from Lucia Securities, LLC and reported that it served approximately $170 million of client brokerage and advisory assets as of March 26.*

Read full article »
Est. Annual Revenue
$100K-5.0M
Est. Employees
1-25
Raymond Lucia's photo - CEO of Lucia Securities

CEO

Raymond Lucia

CEO Approval Rating

90/100

Read more