Nasdaq

LPL Financial Welcomes West Texas Investments Team, Enhancing Client Services with $170 Million in Assets

LPL Financial LLC announced that financial advisors Stephanie Stewart, Debra Hedgcoth, CFP®, RICP®, and Madison Wentland, CPA, from West Texas Investments have joined their broker-dealer and advisory ...
Nasdaq

Beacon Financial Joins LPL Financial, Partnering with Momentum Wealth Partners to Enhance Client Services

LPL Financial LLC announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms, partnering with Momentum Wealth Partners. The Toledo, Ohio ...
Seeking Alpha

Highway One Capital Launches With Support From LPL Strategic Wealth Services

SAN DIEGO, June 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Tim Woodall and Dustin Raring launched a new independent practice, Highway One Capital, through ...
Seeking Alpha

Bell Wealth Partners Launches with Support of LPL Strategic Wealth Services

SAN DIEGO, July 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Robert Bell, II, AIF®, and Keegan Bell, AIF®, AAMS®, have launched a new ...
Morningstar

LPL Financial's Large Exposure to Client Cash-Related Revenue Is Both a Risk and an Opportunity

LPL Financial provides an advisory and brokerage platform for advisors, broker/dealer services for financial institutions, and resources for practice management. At the end of 2023, advisors on LPL's ...