Investor Relations [email protected] Media Relations [email protected] LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms ...

SAN DIEGO, Jan. 08, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that father and son financial advisors Bart Lewellyn and Alex Lewellyn have joined LPL Financial’s broker-dealer, RIA and ...

According to today’s release, the Lewellyns joined LPL after “extensive due diligence.” Scott Posner, LPL’s executive vice president of business development, welcomed the team, declaring LPL “a ...

Janney Montgomery Scott LLC announced Thursday that 27 financial advisors joined the wealth management firm in 2024.

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Most wealthy people have ways of making their money last. And, after years of advising high net worth people, financial planner Patrick Rush says many of his clients have a few traits in common.