LPL Financial announced that financial advisors Jason Hohenstein, AIF, Kevin Snow, CFP, and William Zoromski of Equity Design Group have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $520 million in advisory, brokerage and retirement plan assets, and join LPL from Osaic. Established in Wausau, Wis., the three co-founders have more than nine decades of combined financial services experience between them. They launched Equity Design Group in 1997 with the goal of providing clients with the tailored financial strategies, fiscal education and personal service to help them design their own financial futures.
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
See Insiders’ Hot Stocks on TipRanks >>
Read More on LPLA:
- LPL Financial Welcomes Equity Design Group
- LPL Financial price target raised to $285 from $276 at BofA
- LPL Financial Announces Fourth Quarter and Full Year 2023 Results
- LPL Financial reports Q4 EPS $3.51, consensus $3.38
- LPL Financial announces Jonathan Maloney, Niki Davis join Linsco
Questions or Comments about the article? Write to editor@tipranks.com