LPL Financial Welcomes Rand, Williams & Associates, LLC
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Located on the Central Coast of California in Monterey, Williams and Rand each have over 20 years of experience and have been partners since 2012. The firm was originally started 40 years ago by Spencer’s father, William Rand, by serving educators, non-profits and airline industry professionals and has grown to serve multiple generations of high-net-worth individuals. Before becoming an advisor, Williams spent over a decade in the technology industry. Rand, a second-generation advisor, is married and has two daughters. “We take the time to understand each client’s perspective on m
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LPLA
News
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LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 1/14/26 - Form 3
- 1/8/26 - Form 8-K
- 1/2/26 - Form 4
- LPLA's page on the SEC website