Many of those Commonwealth Financial advisors stayed loyal to the privately held firm because of the high-touch service they ...
LPL Financial LLC recently added HighWater Wealth and Williams Tax & Financial Services to its broker-dealer and RIA platform ...
LPL bought the $15 billion Florida-based OSJ as part of its strategy to fully acquire affiliated advisor platforms ...
It was a narrow win for Ameriprise, who asked the panel for a much broader swath of client information from LPL Financial and the advisor, Adam J. Jurewicz, who left his old firm in February 2024 and ...
LPL Financial LLC announced today that the advisors of Williams Tax & Financial Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported ...
The San Diego-based HighWater Wealth team is joining LPL as part of Quotient Advisor Partners.
The San Diego-based team joins through Quotient Advisor Partners, focusing on high-net-worth clients and multi-generational ...
A strategic relationship between Prudential Financial's retail wealth management business, Prudential Advisors, and LPL Financial represents a giant transition and a big recruiting win. Many smaller ...
LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with ...
SAN DIEGO, April 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Capital Partners, Inc. and LPL Financial LLC, “LPL” or “LPL ...