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LPL and Private Advisor Group Welcome Paxel Financial Consulting

by Sara Forgey | Aug 6, 2026 | Uncategorized

Traditional Independent | $300M

WestKai Private Wealth Joins LPL Strategic Wealth

by Sara Forgey | Aug 5, 2026 | Uncategorized

Strategic Wealth | $400M

LPL Research Launches New Model Portfolios to Expand Advisor Capabilities

by Sara Forgey | Aug 4, 2026 | Uncategorized

SAN DIEGO, Aug. 04, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that LPL Research has launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings. Designed to provide advisors with...

LPL Financial Announces Second Quarter 2026 Results

by Sara Forgey | Jul 30, 2026 | Uncategorized

Key Financial Results Net income was $379 million, translating to diluted earnings per share (“EPS”) of $4.74, up 39% from a year ago Adjusted EPS* increased 29% year-over-year to $5.84 Gross profit* increased 24% year-over-year to $1,618 million Core...

LPL Welcomes Advisors Frank Patton and Kimberlee Mott of PacK Financial to Balmville Wealth Group

by Sara Forgey | Jul 30, 2026 | Uncategorized

SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealth management firm, through LPL Financial’s...
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