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LPL Reports $1.1 Trillion in Advisory and Brokerage Assets in 2Q21

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent of LPL Financial LLC – the nation’s largest independent broker-dealer, reported that total advisory and brokerage...

LPL Financial Recruits Former Cetera Team

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Joe Roddy, Steve Mayer, and Laurie Elfrank of West End Advisory Group...

Gideon Affiliates with The Leaders Group, Appoints Partner and Head of...

Gideon Strategic Partners, a wealth management and financial planning firm that oversees more than $500 million in assets, reported that its financial advisors have...

Wealth Enhancement Group Buys Houston-Based Practice with $513 Million in Client...

Wealth Enhancement Group, an independent wealth management firm, has purchased Fitzgerald Wealth Management, an independent financial advisory practice with four advisors that collectively oversee...

LPL Financial Adds Former Ameriprise Team

LPL Financial LLC, the nation's largest independent broker-dealer, has added financial advisor Alan Kodama and the team at Pacstar Financial Group to its broker-dealer,...

Wealth Enhancement Group Buys Los Angeles-Based RIA in Second SoCal Acquisition

Wealth Enhancement Group, an independent wealth management firm, has purchased Oakwood Capital Management, a Los Angeles-based independent registered investment adviser with $1.04 billion in...

Advisor Group Hires Former RBC Executive as EVP of Business Development

Advisor Group, a network of independent wealth management firms, has hired Kristen Kimmell as the company’s new executive vice president of business development. In her...

Former Wells Fargo Advisors Launch Independent Practice with LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, reported that financial advisors Steven Carlsen and Sathya Chey have launched a new independent practice, Arise...

LPL Financial Recruits 30-Member OSJ Formerly with Voya

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Brian M. Woods Financial Services, a large enterprise supervising approximately 30 financial advisors, to its...

Former Wirehouse Team Launches Independent Practice with LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, reported that financial advisor Larry Boggs has launched a new independent practice, Boggs & Company Wealth...