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LPL Financial Snags Advisor Teams With More than $1.5 Billion Million in Client Assets
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 ...
InvestmentNews16d
LPL welcomes $1.15B breakaway team from Wells Fargo
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.
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LPL Financial’s New Private Wealth Unit Signs Its First Team, With Merrill Recruits
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 ...
Financial Advisor9d
LPL Lures $210M N.J. Team From Wells Fargo
LPL Financial said today that it had lured a New Jersey financial advisor and his team managing $250 million in advisory and brokerage assets away from Wells Fargo Advisors Financial Network.
Morningstar29d
LPL Financial: Maintaining Our Fair Value Estimate of $357; Shares Modestly Overvalued
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.
Yahoo Finance12d
LPL Welcomes Financial Advisor Michael Carmichael
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 ...
Financial Advisor10d
LPL Lures $210M N.J. Team From Wells Fargo
LPL Financial said today that it had lured a New Jersey financial advisor and his team managing $250 million in advisory and brokerage assets away from Wells Fargo Advisors Financial Network.