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 ...

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

--LPL Financial LLC today announced that the firm has entered into a definitive purchase agreement to acquire the wealth management business of Crown Capital Securities, L.P., a full-service ...

LPL is offering Commonwealth advisors retention bonuses and reassurances that service and workplace culture aren’t changing. Other firms are offering their own deals. LPL Financial’s March 31 ...

LPL is already a heavyweight, with about 29,000 financial advisors and $1.7 trillion of assets, but Steinmeier wants it to become “the unparalleled leader in wealth management.” ...

As of Q1 2023, LPL has amassed $1.2 trillion in total assets, with continued acquisitions and a 9% organic growth rate over the last 12 months. The company is set to announce Q2 earnings on July 27 .

F or years, LPL Financial has been on a tear, acquiring rivals, boosting headcount, and adding gobs of assets. The stock price kept rising as the company extended its reach.

The deal for the Orange County, California-based firm’s wealth business is set to add around 125 advisors to LPL. MAY 08, 2024 By Leo Almazora ...

LPL Financial announced another record quarter for recruiting, ... an Orange County, Calif.-based broker/dealer with about 260 advisors with $6.5 billion in assets. ...

LPL Financial Holdings, Inc. Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets ...