The broker-dealer giant is pressing on with its strategy to attract advisors as a Connecticut-based team joins its network.

The team at Charter Oak Wealth Partners turned to LPL after extensive market research to enhance service capabilities and propel the next phase of its development. Like Academy Financial, which joined ...

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 ...

LPL Financial recruited a father-and-son advisor team from UBS that previously oversaw approximately $1.3 billion in advisory, brokerage, and retirement plan assets.

A four-member Osaic advisory team overseeing $1 billion in advisory, brokerage and retirement plan assets is the latest to defect to LPL Financial. Salient Wealth Planning Group, founded by John P.

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

We recently compiled a list of the 12 Best Low Risk High Growth Stocks to Invest In. In this article, we are going to take a ...

Matthew Audette; Chief Financial Officer, Principal Accounting Officer; LPL Financial Holdings Inc ... dedication and hard work of our fantastic team. So above all, I want to thank them for ...

Jan. 28, 2025 /PRNewswire/ -- Anthony Calomeni, a financial advisor at Heffernan ... "On behalf of the entire team at LPL, I am thrilled to congratulate Anthony on his outstanding achievements ...