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LPL Financial Welcomes Kūpono Wealth Planning

by Sara Forgey | Dec 2, 2025 | Uncategorized

Traditional Independent | $145M

LPL Financial Reports Monthly Activity for October 2025

by Sara Forgey | Nov 20, 2025 | Uncategorized

SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its monthly activity report for October 2025. Total advisory and brokerage assets at the end of October were $2.35 trillion, an increase of...

LPL Financial Welcomes Longstreet Wealth Management

by Sara Forgey | Nov 19, 2025 | Uncategorized

Traditional Independent | $175M

LPL Financial Launches Cash Management Account to Seamlessly Integrate Banking and Investing

by Sara Forgey | Nov 12, 2025 | Uncategorized

New solution offers FDIC protection and modern banking tools — all within LPL’s integrated platform SAN DIEGO, Nov. 12, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC , a leading wealth management firm, today announced the launch of its Cash Management Account (CMA),...

LPL Financial Announces Lower Fees and Streamlined Pricing Across Advisory Platforms

by Sara Forgey | Oct 31, 2025 | Uncategorized

Platform enhancements build on the most competitive advisory offering in the industry SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC , a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across...
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Recent Posts

  • LPL and Private Advisor Group Welcome Paxel Financial Consulting
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  • LPL Financial Announces Second Quarter 2026 Results
  • LPL Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth Group

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    Office: 541-757-7701
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