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 ...
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 ...
A four-member Osaic advisory team overseeing $1 billion in advisory, brokerage and retirement plan assets is the latest to defect to LPL Financial.
The broker-dealer titan is expanding its footprint in the West Coast with a veteran-founded high-net-worth practice.
LPL Financial recruited a father-and-son advisor team from UBS that previously oversaw approximately $1.3 billion in advisory, brokerage, and retirement plan assets.
LPL Financial Holdings Inc. (LPLA) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2024. This widely-known ...
Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.
LPL Financial said it recruited an advisor team from Osaic where the group oversaw $1 billion in client assets, making it the ...
LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.