News

LPL has closed 56 deals in its succession program, using $690 million of capital, according to William Blair analyst Jeff ...
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The company is expanding its alternative investment and banking capabilities to better attract and retain financial advisors ...
SAN DIEGO, Sept. 21, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released ...
The exodus of financial advisors leaving Osaic for LPL Financial accelerated with two more advisory teams managing billions of dollars making the transition. LPL, the largest independent broker ...
CHARLOTTE, N.C., April 12, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced that financial advisors Josh Brown, Scott Thompson, Joel Gray, and James (Jake) Cluverius ...
Genstar Capital bought Cetera in 2018. LPL Financial, of course, has been in the acquisitions market for 20 years, ever since the firm’s owner and founder Todd Robinson sold a majority of the ...
LPL Financial managing director and divisional president, Business Development. “They share our commitment to clients and passion for independence. We are committed to their success, offering ...