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11.12.25 - 22:09
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LPL Welcomes Forest Lake Wealth Partners to Linsco (GlobeNewswire EN)
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SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Melissa Mirabile has joined LPL's employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. ...
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02.12.25 - 14:57
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LPL Financial Welcomes Kūpono Wealth Planning (GlobeNewswire EN)
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SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones....
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19.11.25 - 15:00
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LPL Financial Welcomes Longstreet Wealth Management (GlobeNewswire EN)
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SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Longstreet Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Raymond James....
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