Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”) or its affiliate LPL Enterprise, LLC (“LPL Enterprise”), both registered investment advisors and broker-dealers.
LPL Financial handily beat Wall Street expectations with its fourth quarter report Thursday evening. The financial services ...
William “Bill” Bruen Jr. and his son Andrew join an existing LPL practice after spending more than a decade at UBS.
Dan Kerrigan, a financial advisor at Kerrigan Capital and Risk Management in Valdosta, recently announced that his ...
In the first half of 2025, LPL plans to pilot "an enhanced selling experience" for advisors looking to buy alts on their clients' behalf, Steinmeier said. This capability will be "fully digitized with ...
The team at Charter Oak Wealth Partners turned to LPL after extensive market research to enhance service capabilities and propel the next phase of its development. Like Academy Financial, which joined ...
LPLA's fourth-quarter 2024 results top estimates on the back of an increase in revenues and brokerage and advisory assets.
Charter Oak Wealth Partners, a team of advisors from Osaic that managed $600 million in advisory, brokerage and retirement plan assets, has joined LPL Financial’s broker-dealer, RIA and custodial ...
The addition of Prudential Financial and Atria Wealth Solutions helped boost LPL's advisor headcount to a record of nearly 29 ...
Despite advisor movement remaining below historical norms, LPL is growing its win rate in the recruiting game, said CEO Rich ...
The broker-dealer titan is expanding its footprint in the West Coast with a veteran-founded high-net-worth practice.