LPL Financial Welcomes Sound Wealth
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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US:NASDAQ Investor Relations:
investor.lpl.com
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Source: GlobeNewswire
SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $420 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Pederson and Saylor have 40 years of experience combined and are based in the Seattle and Phoenix areas. The team serves high-net-worth individuals, families and multigenerational households with complex financial planning needs, including inheritance planning, liquidity events, legacy and philanthropic strategies, and advanced executive compensation planning. The team also provides guidance to small business owners on employee benefits, including 401(k) plans and specialized business planning strategies. “At Sound Wealth, our relationships with clients are deeply personal,” said Saylor. “We take the time to truly u
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News
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- Brokerage stocks are the latest corner of the market getting slammed by AI disruption fears [Business Insider]Business Insider
- Why LPL Financial (LPLA) Shares Are Trading Lower Today [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 2/4/26 - Form 4
- 1/29/26 - Form 8-K
- 1/14/26 - Form 3
- LPLA's page on the SEC website