Articles from LPL Financial Holdings, Inc.

Fourth Quarter 2024

SAN DIEGO, Jan. 29, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John P. Schlatter, CFP®, Robert Rojano, Alec Hoag, CFP®, and Michael Madden, CFA®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

The business is made up of approximately 90 advisors serving approximately $16 billion in assets.

SAN DIEGO, Jan. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that father and son financial advisors William “Bill” Bruen, Jr., and Andrew Bruen have joined LPL Financial’s broker-dealer, aligned with existing firm Paradigm Partners. The Bruens reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.

SAN DIEGO, Jan. 23, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Christopher Ketchen, CRPS®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Katama Wealth Partners. He reported serving approximately $315 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

SAN DIEGO, Jan. 22, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brian J. McGill, II, CFP®, and Michael R. Hyser, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and join LPL from Kestra.

Expanded, scalable Marketing Solutions help advisors grow through sophisticated and highly customizable client and prospect engagement

SAN DIEGO, Jan. 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Forlenza, CRPC®, and Carl Hanks, CRPC®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $430 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James Financial Services.

SAN DIEGO, Jan. 13, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Marcus S. Alexander, CPFA®, MBA, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Alexander Wealth Solutions. He reported serving approximately $340 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. He will serve clients from LPL’s newest Linsco office in Newport Beach, Calif.

SAN DIEGO, Jan. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at investor.lpl.com/events.

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 custodial platforms. They reported serving approximately $320 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

SAN DIEGO, Jan. 06, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor John Somerville has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Somerville Wealth Management. He reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, Calif.

SAN DIEGO, Dec. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, today announced updates to the firm’s financial technology, investment solutions and platform infrastructure. This sustained focus demonstrates LPL’s commitment to helping advisors leverage existing and new technologies to maximize their time, deliver bespoke client experiences, and provide more sophisticated and personalized financial advice.

SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for November 2024.

SAN DIEGO, Dec. 17, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeffrey Grange, CWS® has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial. He reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from D.A. Davidson & Co. He will operate from a new Linsco office in Santa Barbara, Calif.

SAN DIEGO, Dec. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Marc Cohen has been promoted to managing director, Business Strategy and Innovation, and has joined the LPL Financial Management Committee. In this role, Marc will continue to lead the development of the firm’s corporate strategy and expand his responsibilities to include leading business line and affiliation strategy for independent advisors, large enterprises and institutional channels. In addition, Cohen now leads the company’s business services offerings and innovation lab for emerging solutions.

SAN DIEGO, Dec. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the advisors of Prestige Wealth Group (PWG), led by managing partners Rich Galgano, CFP®, and Matt Geraci, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $540 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

This annual report offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios

Representing the largest community of female financial advisors in the industry, LPL’s sixth annual Achieve Conference unites a community of successful wealth management professionals

SAN DIEGO, Dec. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Francisco J. Blanco has joined LPL Financial’s broker-dealer, RIA and custodial platforms. Blanco reported having approximately $200 million in advisory, brokerage and retirement plan assets* and joins from JP Morgan Chase.

SAN DIEGO, Dec. 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Amanda Miller, Devin Richard and Jonathan Vila, CRPC®, of Frontline Investment Advisors have joined LPL Financial’s broker-dealer, aligned with existing firm GradePoint Financial. They reported having served approximately $550 million in advisory, brokerage and retirement plan assets* and join LPL from VALIC Financial Advisors, the broker-dealer for AIG Retirement Services.

SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, and Matt Audette, President and Chief Financial Officer, will present at the Goldman Sachs Financial Services Conference on December 10.

SAN DIEGO, Dec. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor James P. Norris, MBA, APMA®, of Argosy Financial has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Centaurus Financial.

Accomplished leader will spearhead firm’s cybersecurity strategy

SAN DIEGO, Nov. 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Will Beck, CFP®, Mike Macfarlane, CASL®, CLU®, ChFC®, Tyler Vongsawad, CLU®, ChFC®, CASL®, CFP®, MSFS, and Sam Rosen, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, Happier Wealth. They reported having served approximately $250 million in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual.

SAN DIEGO, Nov. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for October 2024.

SAN DIEGO, Nov. 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Anthony “Tony” Campagni, CFP®, Ronald Jurczynski, CPA/PFS™, Mitchell Romeo, CPWA®, CPFA®, Kyle Hancharick, CFP®, and Dominic Elmo of Ohio-based Strata Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported serving more than $350 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic.

NEWARK, N.J. and SAN DIEGO, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSEPRU) and LPL Financial Holdings Inc. (Nasdaq: LPLA) finalized today the launch of their strategic relationship, first announced in August 2023.

SAN DIEGO, Nov. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

LPL executives share insight and support to help drive institution success

SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors (Seapoint). Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets,* and they join LPL from U.S. Bank.

SAN DIEGO, Nov. 12, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated program – AI Advisor Solutions – designed to help advisors maximize their days, deliver bespoke client experiences, and leverage data to provide more sophisticated and personalized financial advice.

American College of Financial Services, CFP Board, Girls Who Invest and Greenwood Project selected to receive 2024-2025 grants

SAN DIEGO, Nov. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Nexus Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $410 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic.

SAN DIEGO, Nov. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at S&G Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $165 million in advisory, brokerage and retirement plan assets,* and they join LPL from Osaic.

SAN DIEGO, Nov. 05, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA), announced today that financial advisor Michael Bernier, CFP®, AIF®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch GWC Financial Advisors. He reported serving approximately $165 million in advisory, brokerage and retirement plan assets* and joins LPL from Canter Wealth. He will operate from the Linsco office in San Diego.

Key Financial Results

SAN DIEGO, Oct. 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Randy Petrilli, Matt Goodwin, Travis Whitaker and Jeff McWhorter of Goodwin Petrilli Financial have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported having approximately $205 million in advisory, brokerage and retirement plan assets*. They join LPL from Cambridge Investment Research.

SAN DIEGO, Oct. 24, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Dougherty, Tedesco & Associates have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $800 million in advisory, brokerage and retirement plan assets,* and join LPL from Osaic.

SAN DIEGO, Oct. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor William “Bill” Fenwick of Fenwick Financial has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported serving approximately $210 million in advisory, brokerage and retirement plan assets,* and joins LPL from First Kentucky Securities.

Matt Audette Named President; Expands Current CFO Role

SAN DIEGO, Oct. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that a group of advisors in St. Petersburg, Fla., have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $450 million in advisory and brokerage assets* and join LPL from Raymond James.

SAN DIEGO, Oct. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Ashton Medina, CFA®, CFP®, has joined LPL Financial’s broker-dealer and corporate RIA platforms, aligning with existing firm GradePoint Financial Group. He reported having served approximately $155 million in advisory, brokerage and retirement plan assets* and joins LPL from Synovus Securities.

SAN DIEGO, Oct. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Wednesday, October 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at investor.lpl.com/events.

SAN DIEGO, Oct. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Michael Caffrey, CRPC®, Derek Keller, CFP®, CPFA®, CRPC®, MBA, and Gabriel Parham have launched a new independent practice, Air Capital Wealth Management, through affiliation with LPL Strategic Wealth Services, a supported independence model. The team reported having served approximately $685 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch.

SAN DIEGO, Oct. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Don Giovanello, Jr., and Gian Paolella, CFP®, with Morristown Wealth Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $340 million in advisory and retirement plan assets* and join LPL from Raymond James Financial Services.

SAN DIEGO, Oct. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors at The Noble Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $2.1 billion in advisory, brokerage and retirement plan assets* and join LPL from Raymond James.

SAN DIEGO, Oct. 01, 2024 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQLPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) announced the close of its acquisition of Atria Wealth Solutions, Inc., (“Atria”), a wealth management solutions holding company headquartered in New York.  

SAN DIEGO, Sept. 30, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, today announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business.

SAN DIEGO, Sept. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Jeff Minucci, CFP®, and David Ryzman, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

SAN DIEGO, Sept. 24, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ken Hutkin and Ron Winkler have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch 57th Street Wealth Advisors. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Wedbush Securities. They will operate the first Linsco office in New York City.

SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for August 2024.

SAN DIEGO, Sept. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the advisors with Bury Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $655 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

Wealth management leader opens new home office to expand its talent base in the Southwest’s financial industry corridor

SAN DIEGO, Sept. 16, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Kultar S. “Sid” Bindra, CFP®, and Steven Alvarez have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch The Bindra Group. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Truist Financial.

SAN DIEGO, Sept. 11, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Brett Howard, CTFA, AAMS™, APMA™, CRPC™, Marco Rivera, APMA™, Brooks Crissey, CFP®, APMA™, Henry “Hank” DesJardins and Ryan Mason have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $650 million in advisory, brokerage and retirement plan assets,* and join LPL from Ameriprise Financial.

SAN DIEGO, Sept. 10, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that private client advisor John Duane and portfolio manager Gregory Giantsos have joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private Wealth based in Long Island, New York. The team reported having served approximately $700 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

SAN DIEGO, Sept. 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors with Northern Plains Financial have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera.

The Investment Center, Inc., supports approximately 240 advisors serving approximately $9 billion of brokerage and advisory assets

SAN DIEGO, Sept. 03, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, announces the appointment of Tom Gannon as executive vice president and chief advocacy officer. Gannon, who brings more than 25 years of extensive experience in government relations across various financial services companies to LPL, will report to Althea Brown, chief legal officer, and will oversee an established team of policy analysts and lobbyists.

SAN DIEGO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisor Kelly Compton has joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. He reported having served approximately $150 million in advisory and retirement plan assets* and joins LPL after owning his RIA, WCM Wealth Management, which custodied with Schwab Advisor Services.

SAN DIEGO, Aug. 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for July 2024.

SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets* and join LPL from Lincoln Financial, now part of Osaic.

SAN DIEGO, Aug. 19, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet).

SAN DIEGO, Aug. 15, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jason Walker, Vladimir Nikitenko, CFP®, H. Scott Braswell, Rosty Tkachenko and John Hydrick, CFP®, have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Integrated Financial Group (IFG). They reported serving approximately $615 million in advisory, brokerage and retirement plan assets* and join LPL from Lincoln, now part of Osaic.

At Focus 2024, its flagship industry conference, LPL features strategic priorities and expanded portfolio of resources to help advisors nurture highly successful businesses

LPL unveils enhanced technology tools to improve the advisor and investor experience, while strengthening its Wealth Management Solutions offering

Almost 9,000 attendees convene in San Diego for LPL’s flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses

SAN DIEGO, Aug. 08, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that the founders, financial advisors and staff with Harbor Lights Financial Group have returned to LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $535 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo FiNet.

SAN DIEGO, Aug. 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alberto Francis has joined LPL Financial’s high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Rockview Private Wealth. He reported having served approximately $725 million in advisory, brokerage and retirement plan assets* and joins LPL from Bank of America Private Bank.

SAN DIEGO, Aug. 05, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors with SoundWay Financial have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Balmville Wealth Group (BWG). They serve approximately $180 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera.

SAN DIEGO, July 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors George Englert, Kevin Englert and Carrie Hughes have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax, now owned by Cetera.

SAN DIEGO, July 29, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Jerry Rizza has joined LPL Financial’s broker-dealer, RIA and custodial platforms. He reported having served approximately $250 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

Key Financial Results

SAN DIEGO, July 24, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Investment Advisors Financial Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.