News Flash: LPL’s stock symbol or ticker symbol will be LPLA on the Nasdaq http://www.wealthvest.com/blog/wade-dokken/lpl-new-stock-symbol-lpla-on-nasdaq-global-select-market/ LPL’s announced a stock offering that is expected to be priced on November 17th, 2010. Key points from the prospectus: 17,176,195 Shares to be registered $30.00 Proposed Maximum Offering Price Per Share $515,285,850 Proposed Maximum Aggregate Offering Price Underwriters: [...]
LPL IPO History: LPL to Buy Three PacLife BDs and Near the 10,000-FA Mark | Advisor One
The moment LPL Financial decided to grow by acquisition, was a key historical development in their past five years of growth. this was part of the catalyst. LPL Financial’s IPO is the story of the American Retirement Dream Fulfilled. This IPO is not unlike the IPO of Apple or Microsoft for their respective industry. Todd Robinson, Mark [...]
LPL IPO: The history leading up the the offering
WHEN RAYMOND RIVAS first walked into the LPL offices, where he was being courted to join the firm, he was greeted by a handsome, well-dressed man about 15 years his junior. “I said hello and then asked to see his dad,” Rivas recalls. “I wanted to meet with the real guy in charge. But he [...]
LPL IPO: The Financial Angle
LPL Financial’s IPO is the story of the American Retirement Dream Fulfilled. This IPO is not unlike the IPO of Apple or Microsoft for their respective industry. Todd Robinson, Mark Casady, Jim Putnam and countless others followed the desires of the American investing public for independent advice, fee for service, non-proprietary products and superior technology. Together they [...]
LPL IPO, Todd Robinson, Mark Casady, and the American Retirement Dream: Wade Dokken Commentary
Twenty-two years ago I had a lunch in San Diego with the President and insurance coordinator of Private Ledger, a small financial planning firm in San Diego. This was before “financial planning” meant anything. I was the new American Skandia National Sales Manager. We had no A.M.Best ratings, nor any ratings from S&P. Fitch [...]
LPL IPO continues to Gain Mentions
LPL Financial‘s IPO is the story of the American Retirement Dream Fulfilled. This IPO is not unlike the IPO of Apple or Microsoft for their respective industry. Todd Robinson, Mark Casady, Jim Putnam and countless others followed the desires of the American investing public for independent advice, fee for service, non-proprietary products and superior technology. Together they [...]
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American Equity Lifetime Income Rate Changes — Effective June 3rd, 2013
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Great American Revised Fixed-Indexed Annuity Rates
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Great American Revised Fixed-Indexed Annuity Rates
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American Equity Lifetime Income Rate Changes — Effective June 3rd, 2013