Breanne Bovara and Derrick Petry will expand LPL’s independent employee channel in Ohio.

LPL Financial’s acquisition of Commonwealth last year sparked a recruiting frenzy for rival firms.

Ohio advisors Breanne Bovara and Derrick Petry move $2 billion in client assets from Fifth Third Private Bank to LPL ...

LPL Financial purchased Commonwealth Financial Network last year, with a retention rate goal of 90%, a target that has been ...

According to a note Monday from Wolfe Research, the biggest net gainers last year of financial advisors were: LPL Financial, ...

A duo of wealth advisors who oversaw $2 billion in advisory, brokerage and retirement plan assets at Fifth Third Private Bank have joined LPL Financial's employee channel, Linsco by LPL Financial, ...

LPL Financial LLC announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving ...

Also, a pair of multigenerational advisor teams from UBS have defected in quick succession, moving to RBC and Raymond James.

LPL Financial Holdings (LPLA) is back in focus after expanding its estate planning capabilities through Wealth.com and ...

Main Management ETF Advisors, LLC ("Main Management") today announced a new strategic relationship with LPL Financial, enabling the firm's exchange-traded funds to participate in LPL's ETF No ...

An wealth management duo from Ohio chooses LPL's unit for direct employee advisors to found Moto Wealth Partners.

SAN DIEGO, March 03, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Carmichael, RFC®, CRPS®, founder of Carmichael Financial, has joined LPL ...