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LPL Recruits Financial Advisor with $123 Million in Client Assets

LPL Financial, the nation’s largest independent broker-dealer, announced that Ric Kellogg has joined its broker-dealer platform and aligned with IHT Wealth Management, an independent advisory firm on LPL's hybrid registered investment advisor platform. Kellogg served approximately $123 million of client brokerage and advisory assets, as of March 29, 2018.

LPL Financial, the nation’s largest independent broker-dealer, announced that Ric Kellogg has joined its broker-dealer platform and aligned with IHT Wealth Management, an independent advisory firm on LPL’s hybrid registered investment advisor platform. Kellogg served approximately $123 million of client brokerage and advisory assets, as of March 29, 2018.

Based in Southlake, Texas, Kellogg spent 12 years with Merrill Lynch before joining LPL, and provides financial planning, wealth management and qualified plan consultation services.

“We are excited to welcome Ric to the IHT family and are looking forward to working with him to expand our presence in Dallas and Las Vegas, in addition to other offices opening in San Diego and Scottsdale over the next 60 days,” said Steve Dudash, president of IHT.

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), serves more than 14,000 financial advisors and 700 financial institutions that oversee approximately $651 billion in brokerage and advisory assets as of February 28, 2018.

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