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LPL Financial Welcomes Cornerstone Advisors and Clear Pointe Wealth Management

by Sara Forgey | Sep 22, 2026 | Uncategorized

Traditional Independent | $1B

LPL Financial Welcomes Horizon Wealth Management Group

by Sara Forgey | Sep 15, 2026 | Uncategorized

Traditional Independent | $385M

LPL Financial Welcomes Northstar Financial Advisors, LLC

by Sara Forgey | Sep 10, 2026 | Uncategorized

SAN DIEGO, Sept. 10, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that financial advisor Jeneen Slack, CFP®, CDFA®, founder and partner of Northstar Financial Advisors, LLC, has joined LPL Financial’s broker-dealer and Registered Investment Advisor...

LPL Welcomes ClearHaven Wealth Management to Linsco

by Sara Forgey | Sep 1, 2026 | Uncategorized

SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately...

LPL Financial Welcomes Preferred Financial Group

by Sara Forgey | Aug 25, 2026 | Uncategorized

Traditional Independent | $230M

LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer

by Sara Forgey | Aug 24, 2026 | Uncategorized

Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading wealth management firm,...
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