Cypress Point Wealth Partners Joins LPL’s Independent Advisor Network

Based outside Orlando, Fla., Lubel founded Cypress Point Wealth Partners to deliver planning-focused, relationship-driven financial guidance. With a client base that includes business owners and ...

Haskin Private Wealth Advisors Joins LPL’s Independent Advisor Network

LPL Financial LLC announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors, through affiliation with ...
Nasdaq

LPL Financial Welcomes Loomis Wealth Management

SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of ...
WealthManagement.com

Wealth.com Partners With LPL Financial

Wealth.com has announced a strategic relationship with LPL Financial that makes the estate planning platform available to LPL's advisors and wealth planning teams. The partnership includes a direct ...
Business Wire

Main Management ETF Advisors Joins LPL Financial’s ETF No Transaction Fee (NTF) Sponsorship Program

“We’re excited to join LPL’s NTF program and enhance the accessibility of Main Management ETFs for advisors across the country,” said Darol Ryan, Managing Partner at Main Management. “Removing trading ...