LPL and Raymond James are building on their already-massive advisor networks with new recruitment moves. LPL Financial welcomed Jackson/Roskelley Wealth Advisors, a Scottsdale, Arizona-based firm ...
In Virginia, LPL announced on Thursday that it has welcomed Loomis Wealth Management, a team led by William “Bill” Curtis Loomis III, his son William Curtis “Curt” Loomis IV, and advisor Justin Hitt.
Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose SAN DIEGO, Sept.
SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...
LPL Financial LLC announced the addition of financial advisor James “Jim” Verdi, CFP®, who has brought approximately $350 million in advisory, brokerage, and retirement plan assets to the firm from ...
SAN DIEGO, Jan. 13, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Marcus S. Alexander, CPFA ®, MBA, has joined LPL’s employee advisor channel, Linsco by LPL ...
Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning ...
Elovic and Murphy join an impressive suite of leadership at LPL, following recent additions to the Management Committee, including Emily Field as chief people officer and Matt Morningstar as chief ...
CHARLOTTE, N.C., June 01, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that its technology executive team has added Nitesh Ambastha as executive vice president and Group CIO of ...
MORRISTOWN, N.J., Nov. 19, 2025 /PRNewswire/ -- Private Advisor Group, a leading financial services firm and LPL Financial Holdings Inc. (LPLA) (together with its subsidiaries, including LPL Financial ...