What Happened? Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 3.5% in the afternoon session ...

SAN DIEGO, Nov. 16, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Doherty Jr., Ryan Pellegrini and Ryan Doherty have joined LPL Financial’s broker-dealer, ...

LPL Financial LLC announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie Garber-Johnson, CWS® have launched a new independent practice, Legacy Ridge Private Wealth, through ...

SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, ...

WALNUT CREEK, Calif., Jan. 28, 2025 /PRNewswire/ — Anthony Calomeni, a financial advisor at Heffernan Financial Services in Walnut Creek today announced that his achievements have been recognized with ...

Shares of independent financial services firm LPL Financial (NASDAQ:LPLA) fell 6.3% in the afternoon session after a broad market sell-off triggered by a dismal August jobs report that signaled a ...

LPL Financial LLC has announced that Charter Oak Wealth Partners, which manages approximately $600 million in assets, has joined its broker-dealer, RIA, and custodial platforms, aligning with Academy ...

SAN DIEGO, Sept. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC has expanded its national home offices with the opening of a 43,000-square-foot office in Tempe’s Marina Heights complex. The office ...

Kaplan Financial Services has been helping people plan for—and protect—the resources needed to fund their future for generations. We provide excellent analysis, superior portfolio management and ...

LPL is kicking off its last month of recruitment in 2024 by welcoming back a veteran advisor in Arizona. On Tuesday, LPL Financial announced that James Norris, a financial advisor and founder of ...

SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, and Matt Audette, President and Chief Financial Officer, will present at ...

LPL Financial, a financial services firm with several thousand employees in the Charlotte region, will pay $18 million for anti-money laundering violations, the Securities and Exchange Commission said ...