LPL Welcomes ClearHaven Wealth Management to Linsco

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.

GlobeNewsWire • Sep 1, 2026

LPL Financial Welcomes Preferred Financial Group

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.

GlobeNewsWire • Aug 25, 2026

Here's Why LPL Financial Holdings Inc. (LPLA) is a Strong Momentum Stock

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Aug 25, 2026

LPL Financial Welcomes Conte Wealth Advisors, LLC

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.

GlobeNewsWire • Aug 24, 2026

LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer

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.

GlobeNewsWire • Aug 24, 2026

Can LPL Financial Sustain Its Strong Asset-Gathering Momentum?

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.

Zacks Investment Research • Aug 21, 2026

LPL Financial Welcomes McCutchen Wesson Wealth Advisors

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Paul McCutchen and Jarod Wesson, AAMS®, of McCutchen Wesson Wealth Advisors, have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $190 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

GlobeNewsWire • Aug 20, 2026

LPL Financial Reports Monthly Activity for July 2026

SAN DIEGO, Aug. 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for July 2026.

GlobeNewsWire • Aug 20, 2026

TCW Durable Growth ETF Q2 2026 Performance Update

Net of fees, GRW delivered a return of +17.32% in Q2 2026, compared to the S&P 500 Index's return of +15.20%. The top performers in the quarter were Forgent Power Solutions, Broadcom and Alphabet. The primary detractors in the quarter were McKesson Corporation, Jack Henry & Associates, and LPL Financial.

Seeking Alpha • Aug 20, 2026

LPL Financial Welcomes Advisor Chris Stockton

SAN DIEGO, Aug. 18, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Stockton, CEPA, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Stockton reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

GlobeNewsWire • Aug 18, 2026