Orange County Water District Awards Financial Services Contract to Lpl Financial (August 2026)

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

New fiduciary advisory services agreement with LPL Financial will replace the prior Wells Fargo Advisors consulting arrangement; renewal provisions are not specified.

Document type

AgendaPacket

Source document

Orange County Water District AgendaPacket 2026-08-05

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Orange County Water District?

Lpl Financial was awarded this financial services contract by Orange County Water District, as recorded on August 3, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Orange County Water District AgendaPacket 2026-08-05 (AgendaPacket), dated August 3, 2026 from Orange County Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lpl Financial hold?

Lpl Financial may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Lpl Financial's profile

What is Orange County Water District currently buying?

Explore Orange County Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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