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LPL Financial
LPL Financial

Financial services / Financial advisory and brokerage services


📢 Press Releases

Date Press release
2026-06-11 08:55:00 Lpl Financial Welcomes Advisor Les Smith
San diego, june 11, 2026 (globe newswire) -- lpl financial llc announced today that les smith, cfp®, has joined lpl financial’s broker-dealer and registered investment advisor (ria) platform. smith reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and joins lpl from edward jones.
2026-06-09 08:55:00 Lpl Welcomes Allegia Wealth Management
San diego, june 09, 2026 (globe newswire) -- lpl financial llc announced today that darren colananni, cfp®, chfc®, cima®, cpwa®, has joined lpl financial’s broker-dealer and registered investment advisor (ria) platform, launching allegia wealth management. colananni reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins lpl from centurion wealth management.
2026-06-04 08:55:00 Lpl Financial Welcomes Align Private Wealth
San diego, june 04, 2026 (globe newswire) -- lpl financial llc announced today that financial advisors scott gilliam, cfp® and travis blessing, aif®, have launched a new independent practice, align private wealth, through affiliation with lpl financial’s broker-dealer and registered investment advisor (ria) platform. the team reported serving approximately $2 billion in advisory plan assets* and joins lpl from pnc private bank.
2026-05-28 08:55:00 Lpl Welcomes Schott Financial Management
San diego, may 28, 2026 (globe newswire) -- lpl financial llc announced today that financial advisor steve schott, mba, has joined lpl financial’s broker-dealer and registered investment advisor (ria) platform. schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins lpl from cambridge investment.
2026-05-27 16:05:00 Lpl Financial To Present At The William Blair Growth Stock Conference
San diego, may 27, 2026 (globe newswire) -- lpl financial llc today announced that rich steinmeier, chief executive officer, will present at the william blair growth stock conference on june 3. the presentation takes place at 9:40 a.m. et. a live audio webcast of the presentation will be accessible at investor.lpl.com, with a replay available on the website after the presentation.
2026-05-27 08:55:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BTb3VuZHZp ZXcgV2VhbH RoIE1hbmFn ZW1lbnQsIE xsYw==
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2026-05-21 16:05:00 THBsIEZpbm FuY2lhbCBS ZXBvcnRzIE 1vbnRobHkg QWN0aXZpdH kgRm9yIEFw cmlsIDIwMj Y=
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2026-05-21 13:00:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BUcnVlIENv bXBhc3MgQW R2aXNvcnM=
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2026-05-21 08:55:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BFbWVyYWxk IFdlYWx0aC BNYW5hZ2Vt ZW50
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2026-05-20 08:55:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BDZWJlcnQg V2VhbHRoIE Fkdmlzb3Jz
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2026-05-19 08:55:00 RGF2aXMgRX hlY3V0aXZl IFdlYWx0aC BKb2lucyBM cGwgU3RyYX RlZ2ljIFdl YWx0aA==
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2026-05-14 20:14:00 VXBkYXRlIO KAkyBMcGwg RmluYW5jaW FsIFdpbnMg VHdvIFN0ZX ZpZSBBd2Fy ZHMgRm9yIE lubm92YXRp b24gSW4gQX J0aWZpY2lh bCBJbnRlbG xpZ2VuY2Ug Q29uY2VwdH M=
THBsIGZpbm FuY2lhbCBo YXMgYmVlbi ByZWNvZ25p emVkIHdpdG ggdHdvIHN0 ZXZpZcKuIG F3YXJkcyBo b25vcmluZy B0aGUgZmly beKAmXMgbG VhZGVyc2hp cCBpbiBhcH BseWluZyBh aSB0byB0cm Fuc2Zvcm0g dGhlIGFkdm lzb3IgYW5k IGludmVzdG 9yIGV4cGVy aWVuY2Uu
2026-05-14 08:55:00 THBsIEZpbm FuY2lhbCBX ZWxjb21lcy BGaWZ0ZWVu OjIyIEZpbm FuY2lhbCBQ YXJ0bmVycw ==
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2026-05-14 08:05:00 THBsIEZpbm FuY2lhbCBX aW5zIFR3by BTdGV2aWUg QXdhcmRzIE ZvciBJbm5v dmF0aW9uIE luIEFydGlm aWNpYWwgSW 50ZWxsaWdl bmNl
THBsIGZpbm FuY2lhbCBo YXMgYmVlbi ByZWNvZ25p emVkIHdpdG ggdHdvIHN0 ZXZpZcKuIG F3YXJkcyBo b25vcmluZy B0aGUgZmly beKAmXMgbG VhZGVyc2hp cCBpbiBhcH BseWluZyBh aSB0byB0cm Fuc2Zvcm0g dGhlIGFkdm lzb3IgYW5k IGludmVzdG 9yIGV4cGVy aWVuY2Uu
2026-05-07 08:55:00 THBsIFdlbG NvbWVzIFBh eGFyYSBXZW FsdGggUGFy dG5lcnMgVG 8gTGluc2Nv
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LPL Financial

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