Morningstar

LPL Welcomes Financial Advisor Michael Carmichael

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...

LPL Financial Welcomes Oak Bridge Financial, LLC

LPL Financial LLC announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported ...
Morningstar

LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal | Morningstar

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 ...

Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service

Elovic and Murphy join an impressive suite of leadership at LPL, following recent additions to the Management Committee, including Emily Field as chief people officer and Matt Morningstar as chief ...
The National Law Review

LPL Welcomes Prill | Garwood Financial Advisors

SAN DIEGO, Feb. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Shane J. Prill, CFP ®, Vance E. Garwood, CFP ®, and Grant Garwood, CFP ®, have ...
Seeking Alpha

LPL Financial Welcomes Frontline Investment Advisors

SAN DIEGO, Dec. 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Amanda Miller, Devin Richard and Jonathan Vila, CRPC®, of Frontline Investment Advisors have ...

Should Ameriprise’s Brand Recognition and Advisor Wins Reshape the Competitive Narrative for AMP Investors?

In recent days, Ameriprise Financial was ranked the highest diversified financial services firm on TIME’s 2026 “America’s ...
Seeking Alpha

LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez

SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and ...
InvestmentNews

LPL, Ameriprise report online attacks on clients’ accounts, data to Maine

Both were reported recently to Maine’s Attorney General, which publishes such incidents online. LPL reported its data breach ...
Nasdaq

LPL Financial Welcomes Advisors Larry Forlenza and Carl Hanks from Raymond James, Managing $430 Million in Assets

LPL Financial LLC has announced that financial advisors Larry Forlenza and Carl Hanks have joined their broker-dealer, RIA, and custodial platforms, bringing approximately $430 million in advisory and ...
Financial Planning

LPL's Steinmeier 'maniacally focused' on making Commonwealth advisors feel at home

LPL Financial CEO Rich Steinmeier is confident his firm can absorb the much smaller Commonwealth Financial Network, in part because it has done something similar before. LPL transferred over all 33 of ...