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LPL Financial adds Sound Foundation Wealth Advisors team with $700 million in assets
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LPL Financial adds Sound Foundation Wealth Advisors team with $700 million in assets
  • LPL Financial added Sound Foundation Wealth Advisors to its broker-dealer and registered investment advisor platforms.
  • The Boise, Idaho-based team joins from Cambridge Investment Research Advisors, bringing approximately $700 million in advisory, brokerage and retirement plan assets.
  • Sound Foundation selected the platform for its technology investments, operational capabilities and support for future growth.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief on November 09, 2026, and is solely responsible for the information contained therein.

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.
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