Business combination · Activity not yet classified
Preferred Financial Group
Transaction overview
Reported joined
Announced:
Exact closing date not established.
LPL Financial reported that Preferred Financial Group joined its broker-dealer and RIA platforms.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- LPL Financial Welcomes Preferred Financial Group ↗
LPL Financial · Published Aug 25, 2026
Reports that the continuing Preferred Financial Group firm or team joined LPL Financial.