by Sara Forgey | Aug 25, 2026 | Uncategorized
Traditional Independent | $230M
by Sara Forgey | Aug 24, 2026 | Uncategorized
Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading wealth management firm,...
by Sara Forgey | Aug 24, 2026 | Uncategorized
Traditional Independent | $1.6B
by Sara Forgey | Aug 20, 2026 | Uncategorized
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026. Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%,...
by Sara Forgey | Aug 20, 2026 | Uncategorized
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA)...
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