LPL Financial

LPL Financial Empowering financial advisors to deliver personalized advice to all who need it. LPL Financial is among the fastest growing wealth management firms in the U.S.

As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solut

ions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Stocks held up this summer, but September brings more than falling leaves. Since 1950, it’s been the only month with a n...
09/01/2026

Stocks held up this summer, but September brings more than falling leaves. Since 1950, it’s been the only month with a negative return, but does this trend hold during election years?

explains what drives the slump and how midterms might impact investment: https://bit.ly/4cVDBPD

Value stocks rebound. AI capex under scrutiny. And free cash flow matters.The market is waking up after a decade of grow...
09/01/2026

Value stocks rebound. AI capex under scrutiny. And free cash flow matters.

The market is waking up after a decade of growth dominance — and rewarding companies who generate cash. breaks down the value shift and the AI tab forcing everyone to rethink: https://bit.ly/4zQa7wn

All eyes are on Jackson Hole tomorrow as Fed Chair Warsh gives his first speech there. With debt above $40T and yields c...
08/27/2026

All eyes are on Jackson Hole tomorrow as Fed Chair Warsh gives his first speech there.

With debt above $40T and yields climbing, Chris Fasciano, Chief Market Strategist of Commonwealth Financial Network, explores the stakes — and why the outlook holds steady: https://bit.ly/4ixEQYW

What the 40-trillion-dollar debt is going on? Focusing on headlines can be misleading. unpacks the drivers to calm jit...
08/26/2026

What the 40-trillion-dollar debt is going on? Focusing on headlines can be misleading.

unpacks the drivers to calm jitters: borrowing costs, inflation, and spending outpacing growth all widen deficits, yet stocks and bonds have climbed: https://bit.ly/3Um9TNp

We're pleased to welcome Preferred Financial Group. 👋For nearly 50 years combined, Pat and James Gilbert have helped cli...
08/26/2026

We're pleased to welcome Preferred Financial Group. 👋

For nearly 50 years combined, Pat and James Gilbert have helped clients navigate important financial decisions through a relationship-driven approach focused on trust, accessibility, and personalized guidance.

As the practice continues to grow, the team selected LPL for the technology, resources, and support to help serve clients more efficiently while positioning the business for the future.

⬇️ View the full announcement in the comments.

Technology plays an important role in helping advisors serve their clients and grow their businesses.We're excited to we...
08/25/2026

Technology plays an important role in helping advisors serve their clients and grow their businesses.

We're excited to welcome Jonathan Lewis as Managing Director, Chief Technology & Information Officer. Jonathan brings more than 20 years of experience leading large-scale technology organizations across wealth management and financial services. 👏

We're also pleased to announce that Greg Gates will assume the broader title of Group Managing Director, Chief Product & Technology Officer, reflecting the continued growth of LPL's technology and innovation capabilities.

⬇️ View the full announcement in the comments.

Gold's record January run gave way to a 20% summer slide, but prices are finding their footing. A softer dollar, renewed...
08/25/2026

Gold's record January run gave way to a 20% summer slide, but prices are finding their footing.

A softer dollar, renewed demand, and surging central-bank buying are reshaping the outlook. unpacks the turnaround and what it could mean for portfolios: https://bit.ly/4xftUni

Can stocks keep climbing in 2026? Q2 earnings say yes. Profits are broadening beyond AI, and stronger earnings have ease...
08/24/2026

Can stocks keep climbing in 2026? Q2 earnings say yes. Profits are broadening beyond AI, and stronger earnings have eased valuations even as prices rise. Volatility may lurk ahead, but the floor under markets keeps lifting.

provide some takeaways from this earnings season plus some quick thoughts on the tug of war between stocks and interest rates in this : https://bit.ly/4xhT70i

We're pleased to welcome Conte Wealth Advisors. 👋The third-generation family-owned firm serves business owners, high-net...
08/24/2026

We're pleased to welcome Conte Wealth Advisors. 👋

The third-generation family-owned firm serves business owners, high-net-worth individuals, and families through a planning-first approach designed to support every aspect of their financial lives.

With a strong culture of collaboration and a commitment to helping clients make thoughtful financial decisions, Conte Wealth Advisors has built a practice centered on long-term relationships and personalized guidance.

Welcome to the LPL community. View the full announcement in the comments.

Please join us in welcoming McCutchen Wesson Wealth Advisors to LPL Financial.Based in the Mid-South, Paul McCutchen and...
08/21/2026

Please join us in welcoming McCutchen Wesson Wealth Advisors to LPL Financial.

Based in the Mid-South, Paul McCutchen and Jarod Wesson work closely with individuals, families, business owners and retirees to help simplify financial decisions and build long-term confidence. Their approach is rooted in listening, education and developing trusted relationships that span generations.

We’re excited to support McCutchen Wesson Wealth Advisors as they begin this next chapter.

👉 Learn more: https://bit.ly/4hGpEbF

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4707 Executive Drive
San Diego, CA
92121

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+18008777210

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