The six-advisor ensemble based in California marks the latest and largest departure from the Wall Street giant to the broker-dealer titan in the past year.

In three recruiting moves unveiled this week, LPL Financial said it has brought in advisor teams with nearly $1.6 billion in client assets. On Wednesday, LPL announced the addition of a five ...

LPL Financial has bagged a highly experienced team of advisors and support staff who managed approximately $900 million with Raymond James. Financial advisors Shane J. Prill, CFP, Vance E.

Prill and brothers Vance E. Garwood and Grant Garwood operate Prill | Garwood Financial Advisors, which they launched before the move to LPL. The team, which includes office support members Janna ...

A Merrill Lynch financial advisor team has become the first to join LPL Financial’s Private Wealth Management unit, which launched in November, LPL said Tuesday.Based in Oklahoma City ...

With the move to LPL, the team is rebranding from S.J. Prill Financial & Investment Planning, Inc., to Prill | Garwood Financial Advisors. “Our business has grown substantially over the years ...

Prior to LPL Financial, Steinmeier had roles at UBS Financial, Merrill Lynch, and McKinsey. LPL's management team has been making modest changes in its business model that we view positively.

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq ... “I’d like to extend a warm welcome to Mike and his team. At LPL, we understand that advisors are looking for ...