FUNDRAISING NEWS | August 05, 2024
LPL Financial has added financial advisors George Englert, Kevin Englert, and Carrie Hughes to its platforms. The team, previously with Avantax, now owned by Cetera, manages approximately $170 million in advisory, brokerage, and retirement plan assets.
Based in Springfield, Va., Englert Financial is a family-oriented firm founded by George Englert, who has extensive experience working with various government agencies such as the Federal Reserve Board and the FDIC. Kevin Englert, George's son, joined the firm in 2011 after a career as an auditor in public accounting and the private industry. Carrie Hughes became part of the team in 2016, bringing a diverse background in wealth management, accounting, insurance, business analysis, and project management.
Their move to LPL Financial is expected to enhance the firm's offerings and capabilities. LPL's platforms will provide the Englert team with resources to better serve their clients.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
