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LPL Welcomes Sunny Day Financial

by Sara Forgey | Jul 29, 2026 | Uncategorized

Traditional Independent | $150M

LPL Financial’s Latitude Unifies Technology Built for the Future of Advice 

by Sara Forgey | Jul 28, 2026 | Uncategorized

Secure, resilient, data-driven and AI-embedded technology experience. SAN DIEGO, July 28, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data,...

LPL Financial Welcomes Williams Tax & Financial Services

by Sara Forgey | Jul 23, 2026 | Uncategorized

Traditional Independent | $340M

LPL Welcomes John and Brian Bizjack to Ascendus Financial Advisors

by Sara Forgey | Jul 21, 2026 | Uncategorized

SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with  Ascendus Financial...

LPL Financial Welcomes Advisor Alan Feutz

by Sara Forgey | Jul 16, 2026 | Uncategorized

Traditional Independent | $725M
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