LPL Financial recently welcomed the Waznik Heike Group, an 11-advisor team based in Menomonie, Wisconsin, with additional ...

A large Wisconsin financial advisory team managing $750 million in assets has left Osaic to join LPL Financial. The Waznik Heike Group, which counts 11 advisors, is moving to LPL’s broker-dealer, ...

A federal judge dismissed some investor claims against LPL Financial in an investor lawsuit over the low interest rates it ...

Fintel reports that on July 9, 2025, TD Cowen downgraded their outlook for LPL Financial Holdings (NasdaqGS:LPLA) from Buy to ...

The outgoing legal chief of wealth management giant LPL Financial has managed to avoid a clawback of her signing bonus and ...

LPL Financial LLC announced today that financial advisors Charlie Narmi and Theresa Rynaski, CFP®, have joined LPL’s employee advisor channel, Linsco by ...

The independent broker-dealer, which is acquiring Commonwealth Financial Network in a $2.7 billion deal, is actively ...

Financial advisor Jason Wyatt joins LPL Financial to launch Wyatt Wealth Management, serving $180 million in assets.

Advisor Adam Spiegelman took LPL’s acquisition announcement as a sign to make a career move he’d long considered but hadn’t ...

SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment ...

LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial ...

Brandon Dixon-James joins LPL Financial to launch Resilient Wealth Management, focusing on personalized financial guidance for clients nearing retirement.