by Sara Forgey | Jun 17, 2026 | Uncategorized
Strategic Wealth | $250M
by Sara Forgey | Jun 16, 2026 | Uncategorized
SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for May 2026. Total client assets at the end of May were $2.55 trillion, an increase of $76.9 billion, or 3.1%,...
by Sara Forgey | Jun 16, 2026 | Uncategorized
SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that the financial advisors of Spectrum Wealth Strategies have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving...
by Sara Forgey | Jun 15, 2026 | Uncategorized
Traditional Independent | $150M
by Sara Forgey | Jun 11, 2026 | Uncategorized
Traditional Independent | $185M
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