Tag: LPL Financial
LPL Recruits Father/Son Duo from Cadaret Grant
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Jess Murphy and Nathan Murphy to its broker-dealer and the corporate registered investment advisor...
LPL Financial Recruits $375 Million Firm from Wells Fargo
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Allen Lorenzi, Ira Shapiro and Michael Walker who have teamed up to...
LPL Acquires $1.5 Billion Lucia Securities
LPL Financial, the nation’s largest independent broker-dealer, has closed its acquisition of Lucia Securities, a broker-dealer and registered investment advisor based in San Diego...
LPL Financial Recruits $300 Million Advisor Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Todd Stabler and Dave Mantell of Stabler Wealth Management to its broker-dealer...
LPL Financial Recruits $800 Million Team from Securities America
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Equitrust Financial Group Ltd. to its broker-dealer and corporate registered investment advisor (RIA) platforms,...
LPL Financial Adds Two Advisors from Northwestern Mutual
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Scott Dudley and David McQuade to its broker-dealer and corporate registered investment...
LPL Expands Employee Advisor Model, Discloses Payout Range
LPL Financial LLC, the nation’s largest independent broker-dealer, has introduced a new employee advisor affiliation model where advisors can retain ownership of their book...
LPL Financial Recruits $670 Million Firm from Kestra
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Cashman Consulting to its broker-dealer and corporate registered investment advisor platforms. The firm serves...
LPL Nabs M&T Bank’s $20 Billion Retail Brokerage and Advisory Business
M&T Bank Corporation (NYSE: MTB) has chosen LPL Financial, the nation’s largest independent broker-dealer, to support its retail brokerage and advisory business. M&T, which...
LPL Financial Adds $180 Million Financial Advisor
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Keith Boyd to its broker-dealer and hybrid registered investment advisor platforms, leveraging...
