Western International Securities and Grove Point Financial. Atria was founded in 2017 and is based in New York. Its asset mix is approximately 20% advisory and 80% brokerage, according to LPL.

SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL ... separation from misaligned large OSJs. Prior to these impacts, organic net new assets were $8.6 billion, translating ...

In 2014, when LPL Financial CEO Mark Casady learned that his friend, the broker James E. “Jeb” Bashaw, was being investigated by the firm over two separate million-dollar loans by a client as ...

SAN DIEGO, Nov. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL ... separation from misaligned large OSJs. Excluding these assets, organic net new assets were $9.3 billion, translating ...