LPL Financial LLC announced today that financial advisor John Somerville has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Somerville Wealth Management. He reported serving ...

SAN DIEGO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial ... of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets ...

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 ...

“2024 was a good year for industry, and this year feels like we’re being shot out of a cannon,” one senior brokerage ...

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 ...

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.

LPL Financial (NASDAQ:LPLA) Holdings Inc. (NASDAQ:LPLA), a leading provider of technology, brokerage ... level of profitability from cash sweep accounts, forcing it to seek alternative revenue ...

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 ...

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 ...

He picked Schwab and LPL Financial as his two top retail brokerage picks for next year ... move cash from low-paying (but profitable) sweep accounts to higher yielding options.