LPL Financial (LPLA) announced that the financial advisors at Dougherty, Tedesco & Associates have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported serving approximately $800 million in advisory, brokerage and retirement plan assets, and join LPL from Osaic. Founded in the early 1980s by Charlotte Dougherty, the business has evolved over the years to into a holistic wealth management firm and cornerstone of the greater Cincinnati area. Now under the leadership of advisors Andrew Tedesco, and John Dougherty, III, the firm offers a comprehensive range of wealth advisory services, including financial planning, investment management, retirement planning and estate planning. The team also includes Registered Sales Assistant John Dougherty, Jr., Director of Client Services Caitlin Ackerman and support staff members Rita Anno and Ben Verchick.
Don't Miss Our Christmas Offers:
- Discover the latest stocks recommended by top Wall Street analysts, all in one place with Analyst Top Stocks
- Make smarter investments with weekly expert stock picks from the Smart Investor Newsletter
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on LPLA:
- LPL Financial: William Fenwick joins broker-dealer, RIA, custodial platforms
- LPL Financial Announces New Leadership Appointments
- LPL Financial confirms Rich Steinmeier as CEO
- LPL Financial price target raised to $309, named a ‘Top Pick’ at Morgan Stanley
- LPL Financial: Eight advisors join LPL’s broker-dealer, RIA, custodial platforms