by Sara Forgey | Aug 24, 2026 | Uncategorized
Traditional Independent | $1.6B
by Sara Forgey | Aug 20, 2026 | Uncategorized
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for July 2026. Total client assets at the end of July were $2.55 trillion, a decrease of $16.1 billion, or 0.6%,...
by Sara Forgey | Aug 20, 2026 | Uncategorized
SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA)...
by Sara Forgey | Aug 18, 2026 | Uncategorized
Traditional Independent | $160M
by Sara Forgey | Aug 12, 2026 | Uncategorized
The firm concludes its annual client conference, Focus 2026, showcasing how scale and community create an unparalleled value proposition for its network of clients, advisors and partners SAN DIEGO, Aug. 12, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC...
by Sara Forgey | Aug 12, 2026 | Uncategorized
Traditional Independent | $350M
Recent Comments