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SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Ryan Lewis, Dan Hocking and Steve Braatz have joined Linsco by LPL Financial to launch ClearHaven Wealth Management. The team reported serving approximately $395 million in advisory, brokerage and retirement plan assets.* Lewis joins LPL from Morgan Stanley and Hocking and Braatz from RBC Wealth Management.
Bamco Inc. NY purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ: LPLA) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 114,224 shares of the financial services provider's stock, valued at approximately $32,175,000. Bamco Inc. NY owned
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SAN DIEGO, Aug. 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Pat Gilbert and James Gilbert of Preferred Financial Group have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Harbour Investments, Inc.
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer. In this role, Lewis will lead key technology domains for the firm, including architecture, engineering, infrastructure and development.
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the Conte Wealth Advisors, LLC (CWA) team has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The firm reported serving approximately $1.6 billion in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment Research.
Danske Bank A S bought a new stake in LPL Financial Holdings Inc. (NASDAQ: LPLA) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 2,721 shares of the financial services provider's stock, valued at approximately $766,000. A number of
LPL Financial Holdings Inc. LPLA reported its July 2026 activity, showing continued growth in client assets and positive organic net new assets (NNA), despite modest sequential declines across some key metrics.