SAN DIEGO, Feb. 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James “Jamie” P. Debuque, CPFA®, CPWA®, CRPC™ and Timothy M. Baltz, CPFA®, CRPC™ have launched a ...

SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new ...

SAN DIEGO, June 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through ...

LPL is kicking off its last month of recruitment in 2024 by welcoming back a veteran advisor in Arizona. On Tuesday, LPL Financial announced that James Norris, a financial advisor and founder of ...

LPL Financial announced the expansion of its High-Net-Worth Services program, which it says is designed to equip advisors with the services desired by affluent families. The program, provided by LPL ...

LPL Financial LLC announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms, partnering with Momentum Wealth Partners. The Toledo, Ohio ...

Kaplan Financial Services has been helping people plan for—and protect—the resources needed to fund their future for generations. We provide excellent analysis, superior portfolio management and ...

SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, and Matt Audette, President and Chief Financial Officer, will present at ...

Wealth management services company LPL Financial is laying off 70 people in San Diego starting in August, the company announced this month. In parallel, another round of layoffs at Atria Wealth ...

LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in November 2025. The metric was $2.36 trillion, which increased 0.5% from the previous month and 34.3% year over year.

LPL Financial, the nation's largest independent broker-dealer, announced this morning that it is acquiring Commonwealth Financial Network, an elite Waltham, Mass.-based RIA/broker-dealer with more ...

Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 5.2% in the morning session after Rothschild & Co Redburn downgraded the stock to Neutral from Buy and slashed its price ...