Customers of LPL Financial says their cash was automatically funneled into cash sweep programs that netted them minimal ...

LPL Financial LLC announced today that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, of West Texas Investments have joined LPL Financial’s broker-dealer ...

San Diego-based LPL included a copy of the purported notice ... monitoring market movement and assisting my clients with their financial needs,” he said.

LPL Financial Holdings, Inc. 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 ...

LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

For its part, Raymond James recently welcomed a father-son advisor team from Wells Fargo to its independent advisor channel ...

SAN DIEGO, April 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer ...

SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that 10 financial advisors with Northern Advisory Group have joined LPL Financial’s broker-dealer, Registered ...

Even before LPL Financial announced it was buying its industry rival Commonwealth Financial Network, the principals at Summit Wealth Group were headed toward the door. Randy Morris, the CEO and ...

SAN DIEGO, April 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor James “Jim” Verdi, CFP®, has joined LPL Financial’s broker-dealer, Registered ...

LPL Financial LLC, a leading wealth management firm, is pleased to announce the launch of WealthVision Essentials, an integrated financial planning tool powered by eMoney. This new platform is ...