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 ...
Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets SAN DIEGO, July 25, 2023 (GLOBE NEWSWIRE) -- LPL Financial ...
LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Certified Retirement Counselors ® Dennis Priest and Edmond Karam of Benefit Funding ...
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 ...
"Ilan’s deep expertise in strategy, digital transformation and client experience will be instrumental as we advance our ...
LPL Financial LLC announced that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, from West Texas Investments have joined their broker-dealer and advisory ...
SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new ...
LPL Financial announced the expansion of its High-Net-Worth Services program, which it says is designed to equip advisors with the services desired by affluent families. The program, provided by LPL ...
LPL is kicking off its last month of recruitment in 2024 by welcoming back a veteran advisor in Arizona. On Tuesday, LPL Financial announced that James Norris, a financial advisor and founder of ...
LPL Financial says that supporting greater diversity and inclusion is not only important for advisors but also to enable better access to financial services for all. The firm has announced its support ...