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LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

by Sara Forgey | Jan 22, 2026 | Uncategorized

SAN DIEGO, Jan. 22, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of Wilson Peak Wealth Management Inc. have joined LPL Financial’s broker-dealer and Registered Investment...

LPL Financial Welcomes Oak Bridge Financial, LLC

by Sara Forgey | Jan 14, 2026 | Uncategorized

SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC  announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving...

Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service

by Sara Forgey | Jan 13, 2026 | Uncategorized

SAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC , a leading wealth management firm, today announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of...

The New Inheritance Equation

by admin | Jan 12, 2026 | Uncategorized

LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy

by Sara Forgey | Jan 12, 2026 | Uncategorized

SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC , a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL’s Corporate...

LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call

by Sara Forgey | Jan 8, 2026 | Uncategorized

SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on...
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