LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that Certified Retirement Counselors ® Dennis Priest and Edmond Karam of Benefit Funding ...

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, 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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

“The IPO fueled investments in technology, talent and services to help advisors grow thriving practices.,” said Rich Steinmeier, LPL’s CEO, this morning during the event. “Back then, we managed $300 ...

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 ...