LPL Financial announced 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.
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA: