William “Bill” Bruen Jr. and his son Andrew join an existing LPL practice after spending more than a decade at UBS.

The business is made up of approximately 90 advisors serving approximately $16 billion in assets.SAN DIEGO, Jan. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a subsidiary of LPL Financial Holdings ...

LPL Financial, a subsidiary of LPL Financial (LPLA), announced that Wintrust Financial Corporation (WTFC) has transitioned support of the ...

LLC (Nasdaq:LPLA) announced today that father and son financial advisors William “Bill” Bruen, Jr., and Andrew Bruen have joined LPL Financial’s broker-dealer, aligned with existing firm Paradigm ...

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept ...

LPL Financial LLC announced today that financial advisor Christopher Ketchen, CRPS®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Katama Wealth Partners. He reported ...

Anthony Calomeni, a financial advisor at Heffernan Financial Services in Walnut Creek today announced that his achievements have been recognized with inclusion in LPL Financial's Masters Club Program* ...

The wealth management business of the world's largest credit union and its 14 million members opted to choose its own ...

Headed by former Morgan Stanley Wealth Management and Merrill Lynch Wealth Management President Greg Fleming, Rockefeller has ...

The PE-backed wealth platform is expanding across Colorado and Idaho while broker-dealer giant LPL welcomes a ...

Stock analysts at Zacks Research raised their FY2024 EPS estimates for LPL Financial in a research report issued to clients and investors on Tuesday, January 21st. Zacks Research analyst R. Department ...

SAN DIEGO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL Financial’s broker ...