The San Diego-based HighWater Wealth team is joining LPL as part of Quotient Advisor Partners.

LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor ...

LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered ...

LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported ...

The team, led by a 42-year veteran of the industry, oversees more than $600 million in client assets.

LPL Financial has picked up advisors managing more than $1 billion in combined client assets after with new recruits to its broker-dealer and RIA platforms. Alan Feutz, CFP, has joined LPL-aligned ...

LPL Financial LLC has announced the addition of financial advisors James Larsen, Lucas Decker, Kevin Lewis, and Seth Miller to its network, aligned with Carnegie Private Wealth. The advisors, who ...

The San Diego-based team joins through Quotient Advisor Partners, focusing on high-net-worth clients and multi-generational ...

LPL Financial is a San Diego-based independent wealth management company. The firm has additional offices in Fort Mill, Austin, and Boston. It supports over 28,000 financial advisors and offers ...

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 ...

A group of advisors say they have been unfairly caught up in a legal battle between LPL Financial and Ameriprise Financial, their current and former firms. For nearly a year, two of the largest wealth ...