Press release
LPL Financial Welcomes Englert Financial
SAN DIEGO, July 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors George Englert, Kevin Englert and Carrie
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, July 31, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors George Englert, Kevin Englert and Carrie Hughes have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax, now owned by Cetera. Based in Springfield, Va., Englert Financial is a family-oriented firm founded by George Englert, an industry veteran who has worked closely with various government agencies, including the Federal Reserve Board, the Office of the Comptroller of the Currency and the Federal Deposit Insurance Corporation. His son, Kevin Englert, joined the team in 2011 after an initial career as an auditor in public accounting and the private industry. Carrie Hughes joined the firm in 2016, bringing a diverse background in wealth management, accounting, insurance, business analysis and project management. “We believe our clients deserve the highest level of service, which is why we take a team approach to add a broader perspective to all we do. Our goal is to provide a variety of comprehensive financial planning services and investment strategies with the understanding that each client is unique and deserves personalized attention and tailored services,” George Englert said. The move to LPL is part of Englert Financial’s strategic plan and ongoing commitment to provide clients with enhanced technology and more personalized services. “We chose LPL for its best-in-class technology and innovative resources, which allows us to elevate our service and provide clients with more hands-on experiences with their accounts,” Carrie Hughes expressed. “With LPL’s integrated capabilities, our team will be able to save time and truly focus on what’s most important, which is personalized investment planning and building wealth for our clients.” Kevin Englert added, “We're also very excited about the opportunity to grow our team and evolve our business. As a Fortune 500 company, LPL offers the stability and confidence we need to build out our ideal practice of the future.” Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome George, Kevin and Carrie to LPL and look forward to supporting their firm’s continued growth and success. LPL is committed to deliver...