by Sara Forgey | Jul 7, 2026 | Uncategorized
Traditional Independent | $170M
by Sara Forgey | Jun 30, 2026 | Uncategorized
SAN DIEGO, June 30, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Wayne McCormick, CFP®, CHFC® has joined Linsco by LPL Financial to launch McCormick Private Wealth. He reported serving approximately $340 million in advisory,...
by Sara Forgey | Jun 25, 2026 | Uncategorized
Traditional Independent | $160M
by Sara Forgey | Jun 24, 2026 | Uncategorized
Traditional Independent | $500M
by Sara Forgey | Jun 17, 2026 | Uncategorized
Strategic Wealth | $250M
by Sara Forgey | Jun 16, 2026 | Uncategorized
SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) — LPL Financial Holdings Inc. ( Nasdaq: LPLA) (the “Company”) today released its monthly activity report for May 2026. Total client assets at the end of May were $2.55 trillion, an increase of $76.9 billion, or 3.1%,...
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