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    Why did LplA acquire atria wealth solutions?
    The acquisition of Atria Wealth Solutions builds upon LPL Financial's previous successful ventures, including the acquisition of National Planning Holdings and Waddell & Reed in 2017 and 2021, respectively. Further, LPLA considers acquisitions a core part of its business expansion strategy.

    LPL Financial Acquires Altria Wealth Solutions, Appoints New CEO

    finance.yahoo.com
    Who is atria wealth solutions?
    Atria Wealth Solutions, Inc., based in New York, boasts a network of almost 2,400 advisors and serves around 150 banks and credit unions, managing an impressive $100 billion in brokerage and advisory assets. Notably, brokerage accounts comprise nearly 80% of the firm’s assets, with the rest in advisory holdings.

    LPL Financial Acquires Altria Wealth Solutions, Appoints New CEO

    finance.yahoo.com
    Who owns Altria wealth solutions?
    LPL Financial Holdings LPLA, along with its subsidiaries LPL Financial LLC, has completed the acquisition of Altria Wealth Solutions, Inc. (“Altria”). Further, the company announced a change in its leadership with the termination of its existing president and chief executive officer (CEO) and the appointment of a new CEO.

    LPL Financial Acquires Altria Wealth Solutions, Appoints New CEO

    finance.yahoo.com
    Who are atria's subsidiaries?
    Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial.

    LPL Financial Closes Its Acquisition of Atria Wealth Solutions

    finance.yahoo.com
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  3. Yahoo Finance
    https://finance.yahoo.com/news/lpl-financial...

    LPL Financial Closes Its Acquisition of Atria Wealth Solutions

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  4. Atria Wealth Solutions
    https://atriawealth.com/2024/10/01/lpl-financial...

    LPL Financial Closes Its Acquisition of Atria Wealth Solutions | Atria ...

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  5. LPL Financial
    https://www.lpl.com/news-media/press-releases/lpl...

    LPL Financial Closes Acquisition of Atria Wealth Solutions

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  6. ThinkAdvisor
    https://www.thinkadvisor.com/2024/10/04/lpl-closes...

    LPL Closes Acquisition of Atria Wealth Solutions - ThinkAdvisor

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  7. LPL Financial Holdings
    https://investor.lpl.com/news-releases/news...

    LPL Financial Closes Its Acquisition of Atria Wealth Solutions

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  8. InvestmentNews
    https://www.investmentnews.com/broker-dealers/lpl...

    LPL successfully closes Atria acquisition - Investment News

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  9. Yahoo Finance
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    LPL to acquire Atria Wealth Solutions for $805M plus …

    WEBFeb 13, 2024 · In its largest acquisition in seven years, LPL Financial secured an agreement to purchase Atria Wealth Solutions and its 2,400 financial advisors with $100 billion in client assets.

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    Tobias Salinger
  10. Nasdaq
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    LPL Financial Acquires Altria Wealth Solutions, Appoints New CEO

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  11. Yahoo Finance
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    LPL Financial (LPLA) to Buy Atria Wealth Solutions, Stock Up

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  12. ThinkAdvisor
    https://www.thinkadvisor.com/2024/02/14/lp…

    LPL's Steinmeier: Why We Bought Atria and What's Next

    WEBFeb 14, 2024 · LPL Financial’s announcement Tuesday that it is buying Atria Wealth Solutions, which has about $100 billion of assets under management and around 2,400 advisors, marks its second-largest...

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