What should I know about this advisor? Jason Martinez is a financial advisor in Orange, CA, and have earned their CFA. They have been in practice for 11 years, the last 3 years at LPL Financial LLC.

Theresa Do-torres is a financial advisor in Orange, CA. They have been in practice for 10 years, the last 3 months at Lpl Enterprise LLC.

The outgoing legal chief of wealth management giant LPL Financial has managed to avoid a clawback of her signing bonus and ...

The independent broker-dealer, which is acquiring Commonwealth Financial Network in a $2.7 billion deal, is actively ...

Mike Holtschlag, a former executive with Fidelity Investments, has been appointed executive vice president of banking and lending at LPL Financial, LPL announced today. Holtschlag’s appointment is ...

LPL Financial, empresa de servicios de gestión patrimonial, despedirá a 70 personas en San Diego a partir de agosto, según ...

LPL is hot off a very solid Q1 report. Its latest monthly metrics offer positive read throughs as well. Stay the course on LPL’s growth story. LPL Financial (NASDAQ:LPLA) is the largest ...

Over at Osaic, Brent Bridenback, founder of Bridenback Wealth Management in Cle Elum, Washington, chose to depart from ...

SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA ...

Wealth management services company LPL Financial is laying off 70 people in San Diego starting in August, the company ...