LPL Financial said it recruited an advisor team from Osaic where the group oversaw $1 billion in client assets, making it the ...

Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

The broker-dealer titan is expanding its footprint in the West Coast with a veteran-founded high-net-worth practice.

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 ...

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter ...

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 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 ...

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Crossmark Global Holdings Inc. reduced its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 55.5% in the 4th quarter, HoldingsChannel reports. The firm owned 3,648 shares of the ...

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 ...

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 ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even ...