SAN DIEGO, Nov. 10, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial professionals of FHT Advisors and Impel Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The practices, which will retain their separate business identities, reported serving approximately $1.15 billion in combined client assets* and jo...
SAN DIEGO, Nov. 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Sound Foundation Wealth Advisors have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment Research Advisors.
SAN DIEGO, Nov. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Joe Borgese, CFP® of Contour Wealth Management, LLC has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. He reported serving approximately $390 million in assets* and joins LPL from Cetera.
SAN DIEGO, Oct. 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Anchor Financial Partners have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $525 million in advisory, brokerage and retirement plan assets* and joins LPL from Northwestern Mutual.
Key Financial Results Net income was $357 million , translating to diluted earnings per share ("EPS") of $4.52 Adjusted EPS* increased 15% year-over-year to $5.97 Gross profit* increased 12% year-over-year to $1,662 million Core G&A* increased 11% year-over-year to $532 million Adjusted pre-tax income* increased 13% year-over-year to $641 million Key Business Results Total client assets increas...
SAN DIEGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Griggs, AAMS®, CRPC™, of Griggs Investment Group has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Griggs reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.
SAN DIEGO, Oct. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Kacy Walker, MSFS, AIF®, CPFA®, has launched Kinetic Wealth through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network. Walker joins LPL from Cetera and reported serving approximately $300 million* across retirement plans and individual wealth managem...
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