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Sep 30, 2025, 10:00 ET Private Advisor Group Holds #4 Spot on Barron's 2025 List of Top 100 RIA Firms
experience of all clients. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. Media Inquiries:
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Sep 29, 2025, 13:55 ET Stratos Wealth Partners Takes No. 23 on Barron's Top Ria Firms List
States. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Stratos Wealth Partners and LPL Financial are separate entities. On
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Sep 26, 2025, 09:00 ET Recipients of 19th Annual Invest in Others Awards Announced
communities.Community Service Award: Nadia Shokohi of Shokohi Wealth Management Group | LPL Financial in Parker, CO, honoring her commitment to assist
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Sep 25, 2025, 12:30 ET Praxis Solutions Acquires WEALTHAWK, An Award-Winning Lead Generation Platform for Advisors
solve the advisor growth challenge," said Bill Dwyer, Executive Chairman of Praxis and former distribution leader at LPL Financial. "Adding WEALTHAWK to Praxis combines breakthrough technology with a leadership team that has spent decades helping advisors grow." That
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Sep 24, 2025, 09:30 ET Institute for Portfolio Alternatives Announces 2026 Board of Directors
Fargo & CompanyJerry Pascucci, UBS Financial ServicesKate Winters, LPL FinancialBradley Sussman, Raymond JamesSamuel
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Sep 23, 2025, 07:47 ET Trust & Will Announces Inaugural Industry Event, Guiding Generations: The Future of Estate Planning
financial institutions, attorneys, nonprofits, real estate agents, and technology platforms. Notable partners include AARP, Fifth Third Bank, UBS, USAA, LPL Financial, and Northwestern Mutual. By enabling diverse professionals and organizations to integrate digital estate planning into their services, we're
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Sep 19, 2025, 02:20 ET Tryngolza ® (olezarsen) approved in the European Union for familial chylomicronemia syndrome (FCS)
genetic disease characterized by extremely elevated triglyceride levels. It is caused by impaired function of the enzyme lipoprotein lipase (LPL). Because of limited LPL production or function, people with FCS cannot effectively break down chylomicrons, lipoprotein particles that are 90% triglycerides. People
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Sep 18, 2025, 08:05 ET Peoples Bank and Trust Selects Cetera Financial Institutions to Enhance and Grow its Investment Services Program
$120 million AUA program moves from LPL to Cetera to elevate client experience, help drive growth SAN DIEGO, Sept.
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Sep 17, 2025, 10:01 ET Private Advisor Group welcomes Adam Weiner to Artemis Wealth Advisors
is not indicative of future performance. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. Media Inquiries:Madison
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Sep 10, 2025, 10:10 ET SouthState Welcomes Large Group of Bankers Across Expanding Footprint
Auburn University with a degree in business administration. He has his FINRA Series 7 and 66 securities registration held with LPL Financial and his Alabama Life, Health, and Variable Annuities licenses. Jennifer Young – associate financial
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Sep 10, 2025, 09:30 ET GTCR Completes Acquisition of FMG, the Leading Marketing Automation Platform for Financial Advisors
joined LPL Financial in 2002 and served as Chairman and CEO from 2005 to 2017. During his tenure, Mr. Casady grew LPL revenues from $1.4 billion to over $4.0 billion through a combination of organic growth and acquisitions, transforming LPL into
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Sep 10, 2025, 08:05 ET Former Pro Golfer Barry Jay "BJ" Dekreek Moves His Advisory Practice from LPL to Avantax Seeking Growth and Enhanced Support
Barry Jay "BJ" Dekreek who transferred from LPL to Avantax seeking to broaden the investment solutions and overall services for high-net-worth clients while further growing his practice with centers
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