LPL Financial LLC announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported ...

Merit Financial Advisors has acquired Billings, Mont.-based Strategic Retirement Plans (SRP), an independent financial advisory firm managing about $590 million in assets for 800 families that was ...

LPL Financial LLC announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 ...

LPL executive Scott Posner added that Pope’s planning-led philosophy and emphasis on client relationships align with the firm ...

SAN DIEGO, May 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor R. Brennan Barlow, AAMS™, has joined LPL Financial’s broker-dealer, Registered Investment Advisor ...

LPL Financial’s March 31 announcement that it will acquire rival Commonwealth Financial Network for approximately $2.7 billion came after intense negotiations that included a Florida beach-side ...

LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) ...

SAN DIEGO, Feb. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Shane J. Prill, CFP ®, Vance E. Garwood, CFP ®, and Grant Garwood, CFP ®, have ...

LPL Financial LLC has announced the addition of financial advisors James Larsen, Lucas Decker, Kevin Lewis, and Seth Miller to its network, aligned with Carnegie Private Wealth. The advisors, who ...

LPL Financial CEO Rich Steinmeier is confident his firm can absorb the much smaller Commonwealth Financial Network, in part because it has done something similar before. LPL transferred over all 33 of ...

SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool ...

A group of advisors say they have been unfairly caught up in a legal battle between LPL Financial and Ameriprise Financial, their current and former firms. For nearly a year, two of the largest wealth ...