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SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and David Hermann have joined LPL Financial’s...
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Omaha, Neb., March 12, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), announced that Furstenau Financial has joined...
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SAN DIEGO, March 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie Garber-Johnson, CWS® have launched a new independent...
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Photo courtesy of Erin D. Eiras LONDON, March 05, 2026 (GLOBE NEWSWIRE) -- InVestra founder Erin Eiras will deliver the keynote address at the Fearless Summit 2026, a gathering of wealth...
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LPL has promoted Kirby Horan-Adams & Joe Lanser to managing director roles, reflecting their expanded leadership & longstanding contributions to the firm.
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SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Robert Woodend, CRPC®, has joined LPL Financial’s broker-dealer and will be leveraging the...
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Forbes has recognized Sandra Cho, Founder and Wealth Advisor of Pointwealth Capital Management on its 2026 Best-in-State Top Women Wealth Advisors
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SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial’s broker-dealer, Registered Investment...
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SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage...
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SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor...