Breanne Bovara and Derrick Petry will expand LPL’s independent employee channel in Ohio.

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

LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported ...

LPL Financial supports Arv Private Wealth, a new independent practice managing $330 million in assets, launched by experienced advisors. LPL Financial LLC has announced the launch of a new independent ...

A second father-son financial advisor team has left Osaic to join LPL Financial’s broker-dealer, RIA and custodial platforms in less than two months. Bart Lewellyn and Alex Lewellyn manage about $320 ...

Raymond James recently recruited two teams from LPL Financial that managed a combined total of $420 million in assets to join its independent channel in Kansas and Minnesota. The larger of the teams ...

CEO Rich Steinmeier looks past advisors defections to tout progress toward its goal of retaining 90% of the assets Commonwealth Financial Network had at its purchase last year.

LPL Financial has announced the addition of two firms to its network, expanding its advisory presence with new advisors in California and Colorado. The latest to join is GWC Financial Advisors, a ...

A Houston-based team managing about $700 million in client assets is joining LPL Financial from Wedbush Securities, according to the large independent broker/dealer. Skyward Financial was co-founded ...

LPL Financial recently brought onboard a six-person advisory team with $220 million in client assets from Raymond James Financial Services. Clive, Iowa-based Weissenburger Investments & Financial ...