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...
by Sara Forgey | Mar 17, 2026 | Uncategorized
Traditional Independent | $250M
by Sara Forgey | Mar 12, 2026 | Uncategorized
Strategic Wealth | $600M
by Sara Forgey | Mar 3, 2026 | Uncategorized
SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Robert Woodend, CRPC ®, has joined LPL Financial’s broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA)...
by admin | Feb 26, 2026 | Uncategorized
Maintaining generational wealth involves intentional financial planning, with parents or grandparents passing their wealth to loved ones after they die. But entrusting family members with receiving an inheritance is more than just passing over bank statements or...
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