LPL Financial today announced that two separate advisor practices have joined the broker-dealer in Troy, Mich.
Kelley F. Snook, Jr.’s retirement plan consultancy, Straightline Consulting Group supports approximately $4.3 billion in assets. The registered investment advisory (RIA) firm focuses nationally on corporate sponsored 401(k) plans, as well as non-profit 403(b) plans primarily for colleges and universities.
Paul Housey’s private client advisory practice, Flipside Consulting LLC, has approximately $78 million in assets under management. Housey’s investment advisory firm provides financial planning for mass affluent and high-net-worth clients, targeting investors with $1 million or more in investable assets.
“We are delighted to welcome Kelley Snook and Paul Housey to LPL Financial,” said Bill Morrissey, LPL's executive vice president of business development. “We are pleased to be able to provide the full extent of support services, technology and practice management resources that will help facilitate their growth and enable them to continue to provide high-quality, customized financial advice to their private and institutional clients alike.”