LPL Financial Welcomes Englert Financial
LPL Financial (Nasdaq: LPLA) has announced that Englert Financial, a family-oriented firm based in Springfield, Va., has joined LPL's broker-dealer, RIA, and custodial platforms. The team, consisting of George Englert, Kevin Englert, and Carrie Hughes, reported serving approximately $170 million in advisory, brokerage, and retirement plan assets. They previously worked with Avantax, now owned by Cetera.
The move to LPL is part of Englert Financial's strategic plan to enhance technology and provide more personalized services to clients. The team cited LPL's best-in-class technology, innovative resources, and integrated capabilities as key factors in their decision. As a Fortune 500 company, LPL offers the stability and confidence Englert Financial needs to build their ideal practice for the future.
LPL Financial (Nasdaq: LPLA) ha annunciato che Englert Financial, un'azienda a conduzione familiare con sede a Springfield, Va., è entrata a far parte delle piattaforme di broker-dealer, RIA e custodia di LPL. Il team, composto da George Englert, Kevin Englert e Carrie Hughes, ha dichiarato di gestire circa 170 milioni di dollari in asset di consulenza, brokerage e piani pensionistici. In precedenza lavoravano con Avantax, ora di proprietà di Cetera.
Il passaggio a LPL è parte del piano strategico di Englert Financial per migliorare la tecnologia e fornire servizi più personalizzati ai clienti. Il team ha citato la tecnologia all'avanguardia di LPL, le risorse innovative e le capacità integrate come fattori chiave nella loro decisione. In quanto azienda Fortune 500, LPL offre la stabilità e la fiducia di cui Englert Financial ha bisogno per costruire la propria pratica ideale per il futuro.
LPL Financial (Nasdaq: LPLA) ha anunciado que Englert Financial, una empresa familiar con sede en Springfield, Va., se ha unido a las plataformas de broker-dealer, RIA y custodia de LPL. El equipo, compuesto por George Englert, Kevin Englert y Carrie Hughes, informó que gestiona aproximadamente 170 millones de dólares en activos de asesoría, corretaje y planes de jubilación. Anteriormente trabajaban con Avantax, ahora propiedad de Cetera.
La transición a LPL es parte del plan estratégico de Englert Financial para mejorar la tecnología y ofrecer servicios más personalizados a los clientes. El equipo citó la tecnología de clase mundial de LPL, los recursos innovadores y las capacidades integradas como factores clave en su decisión. Como empresa Fortune 500, LPL ofrece la estabilidad y la confianza que Englert Financial necesita para construir su práctica ideal para el futuro.
LPL Financial (Nasdaq: LPLA)는 Englert Financial, 가족 중심의 회사로 버지니아주 스프링필드에 본사를 둔, 이 LPL의 지정금융투자업체, RIA 및 보관 플랫폼에 합류했다고 발표했습니다. George Englert, Kevin Englert, Carrie Hughes로 구성된 팀은 약 1억 7천만 달러의 자문, 중개 및 퇴직 연금 자산을 관리하고 있다고 보고했습니다. 이들은 이전에 Cetera 소속의 Avantax와 함께 일했습니다.
LPL로의 이동은 Englert Financial의 기술 향상 및 고객에게 보다 개인화된 서비스를 제공하기 위한 전략적 계획의 일환입니다. 팀은 LPL의 최고의 기술, 혁신적인 자원 및 통합 기능을 결정의 주요 요소로 언급했습니다. Fortune 500 기업인 LPL은 Englert Financial이 미래를 위한 이상적인 관행을 구축하는 데 필요한 안정성과 신뢰를 제공합니다.
LPL Financial (Nasdaq: LPLA) a annoncé que Englert Financial, une entreprise familiale située à Springfield, Va., a rejoint les plateformes de courtage, RIA et de conservation de LPL. L'équipe, composée de George Englert, Kevin Englert et Carrie Hughes, a déclaré gérer environ 170 millions de dollars d'actifs en conseil, courtage et plans de retraite. Auparavant, ils avaient travaillé avec Avantax, désormais propriété de Cetera.
Le passage à LPL fait partie du plan stratégique d'Englert Financial pour améliorer la technologie et offrir des services plus personnalisés aux clients. L'équipe a cité la technologie de pointe de LPL, des ressources innovantes et des capacités intégrées comme des facteurs clés dans leur décision. En tant qu'entreprise Fortune 500, LPL offre la stabilité et la confiance dont Englert Financial a besoin pour construire sa pratique idéale pour l'avenir.
LPL Financial (Nasdaq: LPLA) hat angekündigt, dass Englert Financial, ein familiengeführtes Unternehmen mit Sitz in Springfield, Va., den Broker-Dealer-, RIA- und Verwahrplattformen von LPL beigetreten ist. Das Team, bestehend aus George Englert, Kevin Englert und Carrie Hughes, berichtete, dass es etwa 170 Millionen Dollar an Vermögenswerten in Beratung, Brokerage und Rentenplänen verwaltet. Zuvor arbeiteten sie mit Avantax, das jetzt im Besitz von Cetera ist.
Der Wechsel zu LPL ist Teil des strategischen Plans von Englert Financial, die Technologie zu verbessern und den Kunden personalisierte Dienstleistungen anzubieten. Das Team nannte die erstklassige Technologie von LPL, innovative Ressourcen und integrierte Fähigkeiten als entscheidende Faktoren für ihre Entscheidung. Als Fortune-500-Unternehmen bietet LPL die Stabilität und das Vertrauen, die Englert Financial benötigt, um ihre ideale Praxis für die Zukunft aufzubauen.
- Englert Financial, managing $170 million in assets, joined LPL Financial's platforms
- The move is expected to enhance Englert Financial's technology and service capabilities
- LPL's integrated capabilities may help Englert Financial save time and focus on personalized investment planning
- The partnership with LPL could provide opportunities for Englert Financial to grow their team and evolve their business
- None.
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
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 delivering independent solutions designed to meet the needs of advisors wherever they are in the evolution of their practice. Our integrated capabilities and strategic business resources allow them to offer seamless and personalized experiences to create more value for clients and win in their market.”
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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 ("RIA") 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. Englert Financial and LPL Financial 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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