by Sara Forgey | Jun 16, 2026 | Uncategorized
SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that the financial advisors of Spectrum Wealth Strategies have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving...
by Sara Forgey | Jun 15, 2026 | Uncategorized
Traditional Independent | $150M
by Sara Forgey | Jun 11, 2026 | Uncategorized
Traditional Independent | $185M
by Sara Forgey | Jun 9, 2026 | Uncategorized
Traditional Independent | $230M
by Sara Forgey | Jun 4, 2026 | Uncategorized
SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisors Scott Gilliam, CFP ® and Travis Blessing, AIF ®, have launched a new independent practice, Align Private Wealth, through affiliation with LPL Financial’s...
by Sara Forgey | May 28, 2026 | Uncategorized
Traditional Independent | $240M
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