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FUNDRAISING NEWS | October 24, 2024

$800M Cincinnati Team Joins LPL From Osaic

Tags: Personnel, Financial Advisor Move

LPL Financial announced on October 24 that it has added a Cincinnati-based advisory team from Osaic, where they serviced approximately $800M in client assets.

Dougherty, Tedesco & Associates is led by advisors Andrew Tedesco and John Dougherty III, accompanied by registered sales assistant John Dougherty, Jr., director of client services Caitlin Ackerman, and support staff Rita Anno and Ben Verchick. Tedesco and Dougherty bring over 40 years of combined experience, each having worked for two decades with Osaic. 

Per its website, LPL has approximately 23,000 financial professionals across its platforms’ network, as well as 1,100 partner financial institutions as of May. 

View the press release here. 

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Written By: Dakota

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