LPL Financial Welcomes Dougherty, Tedesco & Associates
LPL Financial (NASDAQ: LPLA) announced that Dougherty, Tedesco & Associates has joined their broker-dealer, RIA and custodial platforms from Osaic. The firm, which serves approximately $800 million in advisory, brokerage and retirement plan assets, was founded in the early 1980s and is now led by Andrew Tedesco and John Dougherty III. The team specializes in serving corporate executives, engineers, and medical practitioners, offering comprehensive wealth advisory services including financial planning, investment management, retirement planning, and estate planning.
LPL Financial (NASDAQ: LPLA) ha annunciato che Dougherty, Tedesco & Associates è entrato a far parte delle loro piattaforme di broker-dealer, RIA e custodia provenienti da Osaic. La società, che gestisce circa 800 milioni di dollari in asset di consulenza, intermediazione e piani pensionistici, è stata fondata all'inizio degli anni '80 ed è attualmente guidata da Andrew Tedesco e John Dougherty III. Il team è specializzato nel servire dirigenti aziendali, ingegneri e professionisti medici, offrendo servizi completi di consulenza patrimoniale, tra cui pianificazione finanziaria, gestione degli investimenti, pianificazione pensionistica e pianificazione patrimoniale.
LPL Financial (NASDAQ: LPLA) anunció que Dougherty, Tedesco & Associates se unió a sus plataformas de broker-dealer, RIA y custodia provenientes de Osaic. La firma, que sirve aproximadamente 800 millones de dólares en activos de asesoría, corretaje y planes de jubilación, fue fundada a principios de la década de 1980 y ahora está dirigida por Andrew Tedesco y John Dougherty III. El equipo se especializa en atender a ejecutivos corporativos, ingenieros y profesionales médicos, ofreciendo servicios integrales de asesoría patrimonial que incluyen planificación financiera, gestión de inversiones, planificación de jubilación y planificación patrimonial.
LPL Financial (NASDAQ: LPLA)는 Dougherty, Tedesco & Associates가 Osaic으로부터 그들의 브로커-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 이 회사는 약 8억 달러의 자문, 중개 및 퇴직 연금 자산을 관리하고 있으며, 1980년대 초반에 설립되어 현재 Andrew Tedesco와 John Dougherty III가 이끌고 있습니다. 이 팀은 기업 임원, 엔지니어 및 의료 전문가를 대상으로 포괄적인 자산 관리 서비스를 제공하며, 재무 계획, 투자 관리, 퇴직 계획 및 유산 계획을 포함합니다.
LPL Financial (NASDAQ: LPLA) a annoncé que Dougherty, Tedesco & Associates a rejoint ses plateformes de courtage, RIA et de conservation en provenance d'Osaic. La société, qui gère environ 800 millions de dollars d'actifs de conseil, de courtage et de plans de retraite, a été fondée au début des années 1980 et est maintenant dirigée par Andrew Tedesco et John Dougherty III. L'équipe se spécialise dans le service des cadres d'entreprise, des ingénieurs et des professionnels de la santé, offrant des services complets de conseil en patrimoine, notamment la planification financière, la gestion des investissements, la planification de la retraite et la planification successorale.
LPL Financial (NASDAQ: LPLA) gab bekannt, dass Dougherty, Tedesco & Associates zu ihren Broker-Dealer-, RIA- und Verwahrplattformen von Osaic gewechselt ist. Die Firma, die etwa 800 Millionen Dollar an Beratungs-, Brokerage- und Altersvorsorgevermögen betreut, wurde in den frühen 1980er Jahren gegründet und wird derzeit von Andrew Tedesco und John Dougherty III geleitet. Das Team ist darauf spezialisiert, Unternehmensleiter, Ingenieure und Mediziner zu betreuen und bietet umfassende Vermögensberatungsdienste wie Finanzplanung, Investmentmanagement, Altersvorsorgeplanung und Nachlassplanung an.
- Addition of $800 million in managed assets to LPL's platform
- Strategic expansion of LPL's advisor network with established wealth management firm
- None.
Insights
The addition of Dougherty, Tedesco & Associates, managing
The transition from Osaic (formerly Advisor Group) to LPL continues the trend of successful advisor recruitment, supporting LPL's organic growth strategy. While the
SAN DIEGO, Oct. 24, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Dougherty, Tedesco & Associates have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately
Founded in the early 1980s by Charlotte Dougherty, CFP®, the business has evolved over the years to into a holistic wealth management firm and cornerstone of the greater Cincinnati area. Now under the leadership of advisors Andrew Tedesco, CFP®, and John Dougherty, III, MBA, CFP®, CRPC®, the firm offers a comprehensive range of wealth advisory services, including financial planning, investment management, retirement planning and estate planning. The team also includes Registered Sales Assistant John Dougherty, Jr., Director of Client Services Caitlin Ackerman and support staff members Rita Anno and Ben Verchick.
“Our mission is to lead clients to a more secure financial future, supporting them step by step through life's various stages,” said John Dougherty, III, noting they primarily serve corporate executives, engineers and medical practitioners. “We take a team approach to providing customized strategies as we explore every avenue to help optimize the client's success. Throughout the financial planning process, we never lose sight of one essential element: personal service.”
The transition to LPL Financial represents a calculated move for Dougherty, Tedesco & Associates, positioning the firm to deliver more customized solutions and elevated client services.
“We are excited to join LPL Financial and leverage its robust platform to provide clients with more holistic, tailored experiences,” Tedesco said. “LPL's comprehensive platform, advanced technology and substantial resources will give us more flexibility to respond to the diverse needs of our client base. Additionally, LPL’s size, strength and commitment to innovation align with our own values and aspirations for growth. We’re confident in our ability to expand our business and fulfill our commitment to providing exceptional care to help clients navigate their financial journeys with confidence.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome Dougherty, Tedesco & Associates to the LPL community and look forward to supporting the growth of their firm. LPL is committed to delivering robust resources, strategic business solutions and innovative capabilities that can help this team and all of our advisors differentiate their practice and be successful at every stage of their business’ lifecycle.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States. Dougherty, Tedesco & Associates and LPL are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
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*Value approximated based on asset and holding details provided to LPL from end of year, 2023.
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