LPL Financial
LPL Draws $715M FA Team from Avantax
LPL Financial has added a six-person team of financial advisors from Cetera Group's Avantax, where ...Read more
$270M Ex-Ameriprise Team Jumps to LPL Financial
LPL Financial has added a New York-based wealth management firm, which oversees $270 million in adv...Read more
LPL Financial Reveals Boost in Tech with $50M Investment
At LPL Financial’s annual Focus conference in San Diego, California, executives at the firm revea...Read more
LPL Acquires $175M Coastal Wealth Management from Osaic Wealth
LPL Financial has added a Mississippi-based financial planning firm, which oversees $175 million in...Read more
LPL Financial Closes Acquisition of Commonwealth Financial Network
LPL Financial has closed its acquisition of Commonwealth Financial Network, nearly five months afte...Read more
LPL Acquires $750M Waznik Heike Group from Osaic Wealth
LPL Financial has added an 11-person team with $750 million in advisory, brokerage, and retirement ...Read more
$250M FA Hops to LPL from Osaic Wealth
LPL Financial has lured a financial advisor from Osaic Wealth, where he oversaw about $250 million ...Read more
$180M FA Joins LPL Financial from Wells Fargo
LPL Financial has nabbed a financial advisor from Wells Fargo, where he oversaw about $180 million ...Read more
$220M FA Team Jumps from Thrivent Investment Management to LPL Financial
LPL Financial has added financial advisors Mike Trudeau, Matt Merrick, Ben Ollila, and Ben Prchal t...Read more