Wedmont Private Capital’s holdings in LPL Financial were worth $521,000 at the end of the most recent quarter. A number of other hedge funds have also recently made changes to their positions in ...

has transitioned support of the wealth management business of Wintrust Investments and certain private client business at Great Lakes Advisors (collectively “Wintrust”) to LPL Financial and ...

LPL Financial LLC has announced that Prestige Wealth Group (PWG), led by partners Rich Galgano, CFP®, and Matt Geraci, CFP®, has joined its broker-dealer, RIA, and custodial platforms ...

She previously spent nearly two decades in the financial industry, working for institutions including Linsco Private Ledger (LPL), Sun America/AIG, Wells Fargo, Bank of America, and National Asset ...