LPL Financial Holdings Inc. (NasdaqGS:LPLA) entered into a definitive purchase agreement to acquire Wealth Management Business from Crown Capital Securities, L.P. on July 21, 2023. The transaction is expected to close in early 2024, subject to receipt of regulatory approval and other customary closing conditions.

LPL Financial Holdings Inc. (NasdaqGS:LPLA) completed the acquisition of Wealth Management Business from Crown Capital Securities, L.P. in April, 2024.