by Sara Forgey | Jul 30, 2026 | Uncategorized
SAN DIEGO, July 30, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Frank Patton and Kimberlee Mott of PacK Financial have joined Balmville Wealth Group, an LPL-aligned wealth management firm, through LPL Financial’s...
by Sara Forgey | Jul 29, 2026 | Uncategorized
Traditional Independent | $150M
by Sara Forgey | Jul 28, 2026 | Uncategorized
Secure, resilient, data-driven and AI-embedded technology experience. SAN DIEGO, July 28, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data,...
by Sara Forgey | Jul 23, 2026 | Uncategorized
Traditional Independent | $340M
by Sara Forgey | Jul 21, 2026 | Uncategorized
SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Ascendus Financial...
by Sara Forgey | Jul 16, 2026 | Uncategorized
Traditional Independent | $725M
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