Newsroom (Public)

Mark Miller points to one word when distinguishing his company’s wealth management practice from his competitors: comprehensive. He provides his clients with services and solutions regarding investments, insurance, estate p...

Joe uses LPL’s advanced solutions that help automate many of the day-to-day tasks that were consuming his time, freeing him to build deeper client relationships. He appreciates the flexibility to select products that are mo...

While heading for a finance job on Wall Street in 2013, Barbara Ginty made an unplanned detour—she purchased her father and aunt’s financial planning business. To achieve her vision of growth, she partnered with LPL and began...

Evan Kirkpatrick’s also dedicated to steering Wendell Charles Financial (WCF) into growth mode, with an overarching goal of integrating philanthropy with financial planning services. To help him achieve his vision, Evan’s pa...