by Sara Forgey | Jun 4, 2026 | Uncategorized
SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Scott Gilliam, CFP ® and Travis Blessing, AIF ®, have launched a new independent practice, Align Private Wealth, through affiliation with LPL Financial’s...
by Sara Forgey | May 28, 2026 | Uncategorized
Traditional Independent | $240M
by Sara Forgey | May 27, 2026 | Uncategorized
SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the William Blair Growth Stock Conference on June 3. The presentation takes place at 9:40 a.m. ET. A live audio webcast of...
by Sara Forgey | May 27, 2026 | Uncategorized
SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Michael Stevenson, David Johnson and Nikko Gronhovd, CFP® of Soundview Wealth Management, LLC, have joined LPL Financial’s broker-dealer and Registered...
by Sara Forgey | May 21, 2026 | Uncategorized
SAN DIEGO, May 21, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for April 2026. Total client assets at the end of April were $2.48 trillion, an increase of $141.4 billion, or 6.1%,...
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