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LPL Expands Investor and Investment Solutions Leadership Team with Two New...

LPL Financial LLC, the nation’s largest independent broker-dealer, announced the addition of two executives to the firm’s “investor and investment solutions leadership team.“ Cory Triolo...

LPL Financial Expands Board of Directors with Addition of Albert Ko

LPL Financial Holdings Inc., the nation’s largest independent broker-dealer, announced that Albert Ko has been elected to the company’s board of directors as an...

$600 Million Kansas RIA Joins LPL

LPL Financial LLC announced that Strategic Partners Inc. has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms, aligned with National Financial Alliance. Strategic...

Los Angeles RIA Affiliated with LPL Acquires $860 Million RIA

Perennial Financial Services, a registered investment advisor affiliated with LPL Financial, acquired Ford Financial Group, a fellow LPL-affiliate based in Fresno, Calif. that oversees...

Perigon Wealth Management Acquires $330 Million RIA and Adds Financial Advisor

Perigon Wealth Management, an independent wealth management firm with more than $4 billion in client assets under management, acquired Nauset Wealth Management LLC of...

Former Morgan Stanley Rep Joins Linsco by LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Tim Truebenbach CFP, has joined LPL’s employee advisor channel, Linsco by LPL...

Artiea Capital Management Joins LPL from Wells Fargo Financial Advisors Network

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that the team at Artiea Capital Management has joined LPL Financial’s broker-dealer, RIA and custodial...

Chip Marcus Wealth Management Launches through LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced today that financial advisor Chip Marcus has joined LPL’s employee advisor channel, Linsco by LPL...

Astra Wealth Advisors Joins LPL from Wells Fargo Financial Advisors Network

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisor Chris Albright of Astra Wealth Advisors has joined the firm’s broker-dealer, RIA...

Bodnar Financial Advisors Joins LPL from Cambridge

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Bodnar Financial Advisors has joined the firm’s broker-dealer, registered investment advisor and custodial platforms. Bodnar...

LPL Financial Adds Former Altruist Executive to Management Team

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Pete Dorsey has joined the firm as executive vice president of institution services. Dorsey...