Cetera Completes Acquisition of Avantax

November 28, 2023

Cetera to Acquire Avantax for $1.2 billion

September 12, 2023

Ex-Merrill Lynch Advisors with $325 Million in Assets Launch Practice via LPL Financial

August 29, 2023

Prudential Financial Agrees to Move $50 Billion in Client Assets to LPL Financial

August 25, 2023

Former Kestra Advisors with $1.5 Billion in Assets Join LPL Financial

August 22, 2023

Former Merrill Lynch Advisors with $270 Million in Assets Join LPL Financial

August 21, 2023

Former JP Morgan Financial Advisor with $165 Million in Assets Joins LPL Financial

August 18, 2023

Wood Wealth Management Launches Via LPL Financial

August 10, 2023

Former Merrill Lynch Advisors with $320 Million Under Advisement Join LPL

August 9, 2023

Former Morgan Stanley Advisors with $650 Million in Assets Join LPL Financial

August 7, 2023

Former Carson Group Advisor with $100 Million in Assets Rejoins LPL Financial

August 3, 2023

LPL Financial Up to Nearly 22,000 Advisors

August 1, 2023

Former Merrill Lynch Advisors with $425 Million in Assets Joins LPL Financial

July 27, 2023

LPL to Acquire Crown Capital Securities

July 26, 2023

Former Wells Fargo Advisors with $245 Million in Assets Join LPL Financial

July 25, 2023

Syracuse Wealth Management Joins LPL Financial

July 24, 2023

Former Edward Jones Advisor with $235 Million in Assets Joins LPL Financial

July 20, 2023

Former Avantax Advisor Joins Cetera

July 19, 2023

Former Cetera Advisors with $200 Million in Assets Join LPL Financial

July 18, 2023

Former Wells Fargo Advisor with $145 Million in Assets Joins LPL Financial

July 14, 2023