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

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

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 ...

City Plaza, a 19-story office building in Orange, has sold for $18.5 million to Newport Beach-based Surlamer Investments.

Roach said he will be paying close attention to whether the risks between growth and inflation remain in balance.

RSI Value: 28.5 LPLA Price Action: Shares of LPL Financial fell 5.4% to close at $354.10 on Tuesday. Edge Stock Ratings: 77.97 Momentum score with Value at 27.12.

LPL Financial LPLA witnessed a rise in total brokerage and advisory assets in May 2025. The metric was $1.85 trillion, which grew 3.7% from the prior month and 26.5% year over year. Of LPLA’s ...

LPL Financial LLC reported strong growth in its monthly activity report for May 2025, with total advisory and brokerage assets reaching $1.85 trillion, an increase of $66.6 billion, or 3.7%, from ...

Company News Published 06/23/2025, 04:13 PM 0 LPL Financial reports $1.85 trillion in assets for May 2025 LPLA -0.51% ...