LPL Financial Recruits Hybrid from Lincoln Financial
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Hege Financial Group to its broker-dealer and corporate registered investment advisor platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Hege Financial Group to its broker-dealer and corporate registered investment advisor platforms. The advisors serve approximately $275 million in brokerage and advisory assets and joined from Lincoln Financial Securities.
Based in Winston-Salem, North Carolina, the firm was founded in 1979 by longtime financial advisor Ed Hege. He is joined by his son, Will Hege, president, and fellow advisors Bill Gribble, Perry Hudspeth and Steven Rubin, as well as two office support staff. They provide financial planning and holistic investment advice, working closely with partner CPA firms and attorneys as needed.
The team moved to LPL Financial seeking an independent business model and technology solutions that can “keep pace with industry trends,” Hege said.
LPL Financial provides service to approximately $719 billion in brokerage and advisory assets as of September 30, 2019. The company provides proprietary technology, comprehensive clearing services, practice management programs and training, and independent research to 16,349 financial advisors and 700 financial institutions.
