Products
Integrations
Services
Company
FUNDRAISING NEWS | October 24, 2024
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.
Written By: Dakota
September 24, 2024
January 21, 2025
May 09, 2024
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2024 | Terms of Use | Privacy Policy | California Privacy Policy