The financial advice industry's curiosity regarding LPL's success in keeping Commonwealth advisors is feverish.
LPL Financial LLC has announced that Prestige Wealth Group (PWG), led by partners Rich Galgano, CFP®, and Matt Geraci, CFP®, has joined its broker-dealer, RIA, and custodial platforms, bringing ...
Wealth Enhancement Group, a Minneapolis-based registered investment advisor with more than $96 billion in client assets, is disaffiliating from LPL Financial, the independent broker/dealer has ...
LPL Financial LLC announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and ...
SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting ...
SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered ...
LPL Financial has acquired a minority stake in Private Advisor Group, a Morristown, N.J.-based RIA and office of supervisory jurisdiction (OSJ) of LPL with $41.3 billion under management. The ...
The company’s results got a boost thanks to lower expenses and a surge in fee-based revenue.
LPL Financial added another firm as part of its recent string of nabbing breakaway practices from Osaic. The latest addition is Franklin Lakes, N.J.- and Westchester, Pa.-based Prestige Wealth Group, ...
SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s ...
SAN DIEGO, July 10, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP®, have joined LPL’s employee advisor channel, Linsco by ...