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LPL Financial adds Sound Foundation Wealth Advisors team with $700 million in assets

PUBT·11/09/2026 19:56:56
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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.