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FUNDRAISING NEWS | July 24, 2024

LPL Financial Welcomes Investment Advisors Financial Group

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LPL Financial has welcomed advisors of Investment Advisors Financial Group who have joined its platforms. The team, previously with Osaic, reported managing approximately $1 billion in assets. 

Founded in 1979 by Thomas E. Musumeci and based in Eatontown, N.J., the firm includes advisors with diverse backgrounds in accounting, finance, tax, and investments. Led by Musumeci, James Flannery, and Annie Silvestro, the group comprises 22 advisors and eight support staff. 

Musumeci, with over five decades of experience, remains active as President, mentoring junior advisors. His career began in 1966 as a Division Manager for Allen Rogers & Company, Inc., followed by a role as Regional Manager for C.J.M. Planning before establishing his current firm. Musumeci specializes in retirement, education, and investment planning for individuals, as well as pension and retirement planning for professionals, corporations, and small businesses. He is particularly skilled in portfolio asset allocation. His son, Tom, is a top-producing advisor within the firm and holds the following registrations: Series 7, Series 24, and Series 66.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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