He reported serving approximately $340 million in advisory, brokerage and retirement plan assets* and joins LPL from ... self-directed accounts in addition to full-service financial advice.

Villicana’s firm custodies with LPL Financial, one of the largest independent broker-dealers in the United ... money means more than a number in the bank account. She has met many clients ...

LPL Financial (NASDAQ:LPLA – Get Free Report) had its price objective hoisted by equities research analysts at Barclays from ...

LPL Financial (LPLA) released its monthly activity report for November 2024. Total advisory and brokerage assets at the end of November were $1.76T, an increase of $86B, or 5.1%, compared to the ...

Larry Forlenza and Carl Hanks have aligned with fellow advisors of Morristown Wealth Management that joined LPL platform in October.

LPL Financial said it has brought over an advisor from D.A. Davidson & Co. who oversaw some $280 million in advisory, brokerage and retirement plan assets. John Somerville will join LPL’s employee ...

LPL has taken another step in its recruitment efforts for 2025 as a multigenerational advisor duo joins its network in the Pacific Northwest. LPL Financial announced Wednesday that it has welcomed ...

This, along with future rate cuts, will support LPL Financial’s advisory and brokerage assets ... are likely to stay elevated going forward on account of rising headcount, strategic buyouts ...

SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL ... Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for November 2024. Total advisory and ...

Deregulation and rising financial markets are two key boons for domestic companies engaged in investment banking, brokerage, and asset management. Back in October, LPL Financial reported a solid ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...