LPL bought the $15 billion Florida-based OSJ as part of its strategy to fully acquire affiliated advisor platforms ...
The San Diego-based HighWater Wealth team is joining LPL as part of Quotient Advisor Partners.
LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered ...
LPL Financial has picked up advisors managing more than $1 billion in combined client assets after with new recruits to its broker-dealer and RIA platforms. Alan Feutz, CFP, has joined LPL-aligned ...
The San Diego-based team joins through Quotient Advisor Partners, focusing on high-net-worth clients and multi-generational ...
LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor ...
The team, led by a 42-year veteran of the industry, oversees more than $600 million in client assets.
Berthel Fisher has also introduced Madyson Tracy as its new vice president of business development, a role focused on ...
LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported ...
Commonwealth Earns 13th Consecutive #1 RankingSAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) today announced that its firms earned the #1 and #2 rankings in ...
As LPL Financial's purchase of Commonwealth Financial Network nears, a steady trickle of advisors are leaving to set up shop elsewhere. Processing Content The moves so far — including an advisor ...
LPL Financial Holdings Inc.’s stock was down fractionally while other financial stocks rose Wednesday after the company said it fired Dan H. Arnold as chief executive for allegedly violating the money ...
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