by Sara Forgey | Apr 7, 2026 | Uncategorized
SAN DIEGO, April 07, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving...
by Sara Forgey | Apr 2, 2026 | Uncategorized
SAN DIEGO, April 02, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory,...
by Sara Forgey | Mar 31, 2026 | Uncategorized
Traditional Independent | $185M
by Sara Forgey | Mar 24, 2026 | Uncategorized
Independent Employee | $180M
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...
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