SAN DIEGO, Feb. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jared Roskelley, CFP®, and Kyle Robertson, CFP®, of Jackson/Roskelley Wealth Advisors have ...

SAN DIEGO, Feb. 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial ...

We initiated a position in LPL Financial Holdings Inc., the largest independent broker-dealer in the U.S., benefiting from the secular growth in financial advice demand. LPL's high-quality ...

LPL Financial (LPLA) announced that the advisors at Charter Oak Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Academy Financial.

LPL Financial, a financial services firm with several thousand employees in the Charlotte region, will pay $18 million for anti-money laundering violations, the Securities and Exchange Commission ...

LPL Financial LLC has announced that financial advisors Larry Forlenza and Carl Hanks have joined their broker-dealer, RIA, and custodial platforms, bringing approximately $430 million in advisory ...

Wells Fargo analyst Michael Brown raised the firm’s price target on LPL Financial (LPLA) to $405 from $390 and keeps an Overweight rating on the shares. The firm cites the company’s EPS beat ...

LPL Financial saw its net new asset haul surge in the fourth quarter as it welcomed the wealth management unit of the insurer Prudential into its fold. LPL reported Thursday that it hauled in $68 ...