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📢 Press Releases
| Date | Press release |
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| 2026-04-02 08:55:00 | Lpl Financial Welcomes Advisor Trey Pope San diego, april 02, 2026 (globe newswire) -- lpl financial llc announced today that trey pope, crpc®, abfp®, has joined lpl financial’s broker-dealer and registered investment advisor (ria) platform. pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins lpl from edward jones. |
| 2026-03-31 08:55:00 | Lpl Financial Welcomes Five Star Wealth Planning San diego, march 31, 2026 (globe newswire) -- lpl financial llc announced today that financial advisor tasha coleman, cfp®, founder of five star wealth planning, has joined lpl financial’s broker-dealer and registered investment advisor (ria) platform. they report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join lpl from osaic. |
| 2026-03-24 08:55:00 | Lpl Welcomes Gibson Financial Group To Linsco San diego, march 24, 2026 (globe newswire) -- lpl financial llc announced today that financial advisors kelly lawrence and vin sbano have joined linsco by lpl financial to launch gibson financial group of lpl financial. the team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins lpl from b. riley wealth management. |
| 2026-03-19 16:05:00 | Lpl Financial Reports Monthly Activity For February 2026 San diego, march 19, 2026 (globe newswire) -- lpl financial holdings inc. ( nasdaq: lpla ) (the “company”) today released its monthly activity report for february 2026. |
| 2026-03-17 08:55:00 | Lpl Financial Welcomes Consilium Wealth San diego, march 17, 2026 (globe newswire) -- lpl financial llc announced today that advisors stephen horvath, chfc®, clu®, cep®, aif®, brady doe, aif® and david hermann have joined lpl financial’s broker-dealer and registered investment advisor (ria) platform to form consilium wealth. the team reported serving over $250 million in advisory, brokerage and retirement plan assets.* horvath and doe join lpl from cambridge investment and hermann joins from first heartland capital. |
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