by Sara Forgey | Mar 19, 2026 | Uncategorized
SAN DIEGO, March 19, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for February 2026. Total advisory and brokerage assets at the end of February were $2.43 trillion, an increase of...
by Sara Forgey | Mar 17, 2026 | Uncategorized
Traditional Independent | $250M
by Sara Forgey | Mar 12, 2026 | Uncategorized
Strategic Wealth | $600M
by Sara Forgey | Mar 3, 2026 | Uncategorized
SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Robert Woodend, CRPC ®, has joined LPL Financial’s broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA)...
by Sara Forgey | Feb 26, 2026 | Uncategorized
Traditional Independent | $200M
Recent Comments