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Former Cetera Team Returns to LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Nautica Wealth Advisors has returned to its broker-dealer and corporate RIA platforms. The advisors...

LPL Recruits $1 Billion Team from Securities America

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Verus Capital Partners, a large enterprise firm with approximately 30 financial advisors, to its...

Beacon Pointe Advisors Acquires CBD Wealth Management

Beacon Pointe Advisors, a registered investment adviser headquartered in Newport Beach, California, has purchased CBD Wealth Management, a wealth management firm with $690 million...

Former RBC Trio Launch New Practice with LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors George Chardukian, Adam Goldstein, and Maria Peralta have launched their independent practice,...

LPL Financial Adds Two Financial Advisors with $350 Million in Client...

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Jerry Giordano and Joseph Praino to its broker-dealer and corporate RIA platforms,...

LPL Financial Recruits $200 Million Family Team from Wells Fargo

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Louis Pelliccioni, Brice L. Pelliccioni, and Amanda Pelliccioni to its broker-dealer and corporate RIA...

LPL Buys FinTech Firm for $12 Million

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent company of the nation’s largest independent broker-dealer, LPL Financial LLC, has acquired Blaze Portfolio, a Chicago-based...

LPL Recruits Father-Son Advisors from Advisor Group’s KMS Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, has added father/son financial advisors Tom and Bill Smothers to its broker-dealer and corporate RIA platforms,...

LPL Financial Recruits $1 Billion Hybrid from Cetera

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Tagge Rutherford Financial Group to its broker-dealer and corporate RIA platforms, which leverage LPL...

Former Wells Fargo Advisor Goes Indie with Move to LPL

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Rajat Rajan of the newly minted Tranquil Advisors to its broker-dealer and...