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LPL Financial Welcomes True Compass Advisors

by Sara Forgey | May 21, 2026 | Uncategorized

Traditional Independent | $870M

LPL Financial Welcomes Emerald Wealth Management

by Sara Forgey | May 21, 2026 | Uncategorized

Traditional Independent | $815M

LPL Financial Welcomes Cebert Wealth Advisors

by Sara Forgey | May 20, 2026 | Uncategorized

Traditional Independent | $1B

Davis Executive Wealth Joins LPL Strategic Wealth

by Sara Forgey | May 19, 2026 | Uncategorized

SAN DIEGO, May 19, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that the financial advisors of Davis Executive Wealth have joined LPL Financial’s supported independence model, LPL Strategic Wealth. The team reported serving approximately $635...

LPL Financial Welcomes Fifteen:22 Financial Partners

by Sara Forgey | May 14, 2026 | Uncategorized

Traditional Independent | $380M

LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence

by Sara Forgey | May 14, 2026 | Uncategorized

SAN DIEGO, May 14, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that it has been recognized with two Stevie® Awards in the 2026 American Business Awards®, honoring the firm’s leadership in applying artificial intelligence (AI) to transform the...
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    Office: 541-757-7701
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