The CEO of one of the nation's largest planning firms is doing some estate planning of his own.
Giant LPL Financial says its CEO Mark Casady intends to transfer LPL stock worth about $14 million, to an irrevocable trust "in connection with his financial and estate planning." The company reported the expected transfer of 300,000 shares in an SEC filing; at the market close on Friday, LPL shares were worth $46.73 apiece.
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