by Sara Forgey | Oct 7, 2026 | Uncategorized
Traditional Independent | $175M
by Sara Forgey | Oct 6, 2026 | Uncategorized
SAN DIEGO, Oct. 06, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Tuesday, October...
by Sara Forgey | Oct 5, 2026 | Uncategorized
Traditional Independent | $1.1B
by Sara Forgey | Sep 30, 2026 | Uncategorized
SAN DIEGO, Sept. 30, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Harrison Kennard, CFP®, Charles Dobben and Justin Pandy, CFP®, of Lakewood Wealth Management have joined LPL Financial’s broker-dealer and Registered...
by Sara Forgey | Sep 24, 2026 | Uncategorized
SAN DIEGO, Sept. 24, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for August 2026. Total client assets at the end of August were $2.60 trillion, an increase of $55.3 billion, or...
by Sara Forgey | Sep 24, 2026 | Uncategorized
Traditional Independent | $430M
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