LPL Financial Welcomes Oak Bridge Financial, LLC

LPL Financial LLC announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported ...
InvestmentNews

LPL, Ameriprise report online attacks on clients’ accounts, data to Maine

Both were reported recently to Maine’s Attorney General, which publishes such incidents online. LPL reported its data breach ...
InvestmentNews

LPL tops 6,000 CFP professionals as CFP Board hails new growth milestones

New data show LPL, Edward Jones and other national players leading amid a surge in credentials holders, with more women and ...

Is It Too Late To Consider LPL Financial (LPLA) After Its Strong Multi Year Share Price Run?

Investors may be wondering if LPL Financial Holdings at US$364.41 is still offering value after a strong multi year share price run, or if most of the upside is already priced in. The stock has seen a ...

Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service

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 ...
Wealth Management

JPMorgan Seeks Court Order Against Former Rep Who Set Up Shop Across the Street

JPMorgan seeks restraining order against ex-advisor Kevin Sercia for allegedly soliciting clients after joining LPL Financial ...
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LPL’s Rivals Dangle Lucrative Recruiting Deals for Commonwealth Advisors. Will They Bite?

Across the wealth management industry, 2025 is shaping up to be a very busy recruiting year. The reason? Nearly 3,000 financial advisors managing $285 billion in assets for one of the most respected ...
Financial Planning

LPL adds more ties to $40B branch with deal to buy the firm

LPL Financial is buying one of its largest outposts, in the latest display of the firm's rapidly growing dominance of the bank-based channel and its increased openness to new ideas. LPL's latest one ...
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LPL Is Already Big. Its New CEO Says It Can Get Even Bigger.

Nearly six months after suddenly becoming CEO of LPL Financial, Rich Steinmeier is settling into his new role and setting his sights on a new North Star for the wealth management company. “I think the ...

Financial Advisor Kim Ramchandani Joins Cetera from LPL

Cetera welcomes financial advisor Kim Ramchandani and her deeply personal, relationship-driven approach to financial planning ...

Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL

SAN DIEGO, Jan. 8, 2026 /PRNewswire/ -- Cetera welcomes veteran financial advisor Gregory Kearney, CFP (R) , ChFC (R) , who transfers to Cetera after being affiliated with LPL for 23 years, including ...
Financial Advisor

LPL Unveils Plan To Raise Up To $4 Billion In Capital

LPL Financial has informed the SEC that it plans to raise up to $4 billion in capital through the sale of common stock and debt securities. The broker-dealer submitted an S-3 filing with the agency on ...