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

Savvy CEO makes overture to legacy CW advisors by citing pink-slipped staff 'who made it feel like Commonwealth' and pitching ...

LPL bought the $15 billion Florida-based OSJ as part of its strategy to fully acquire affiliated advisor platforms ...

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

Savvy's Ritik Malhotra makes overture to legacy CW advisors by citing pink-slipped staff 'who made it feel like Commonwealth' ...

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 ...

LPL Financial LLC announced today that David Logsdon has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in ...

JPMorgan has a habit of taking its former private client advisors to court and accusing them of trying to steal clients they ...

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

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its ...

Berthel Fisher has also introduced Madyson Tracy as its new vice president of business development, a role focused on ...