LPL Financial Welcomes Englert Financial

Core Insights - LPL Financial LLC has welcomed financial advisors George Englert, Kevin Englert, and Carrie Hughes, who bring approximately $170 million in advisory, brokerage, and retirement plan assets from Avantax [1][5] - The move to LPL is part of Englert Financial's strategic plan to enhance technology and provide more personalized services to clients [7] Company Overview - LPL Financial is a leading firm serving over 23,000 financial advisors and approximately 1,000 institutions, emphasizing an advisor-mediated model that allows for personalized client guidance [8] - The firm is committed to providing independent solutions tailored to the needs of advisors, enabling them to manage client relationships effectively [8] Advisor Insights - George Englert emphasized the importance of a team approach to deliver comprehensive financial planning services tailored to each client's unique needs [2] - Carrie Hughes highlighted LPL's best-in-class technology and innovative resources, which will enhance client experiences and allow the team to focus on personalized investment planning [3] - Kevin Englert expressed excitement about the growth opportunities at LPL, noting the stability and confidence that come with being part of a Fortune 500 company [8] Firm Background - Englert Financial, based in Springfield, Virginia, was founded by George Englert, who has extensive experience working with government agencies [6] - The team includes Kevin Englert, who joined in 2011, and Carrie Hughes, who has a diverse background in wealth management and project management [6]