Benchmark Financial Services, led by managing partner and financial advisor Ashley Dusek, has partnered with OSJ Financial Advocates, based in Olympia, Wash., to join LPL Financial’s broker-dealer, corporate registered investment advisor and custodial platforms, the companies announced today.
Benchmark Financial was formerly with Avantax Investment Services, part of Blucora, where the Longview, Texas-based team managed approximately $150 million in client assets.
In addition to Dusek, the team also includes advisors John Cotten, Alan Goodman, Randy Monk and John Ussery, who all have backgrounds in accounting, as well as in wealth management and financial advice.
Headquartered in Fort Mill, S.C., San Diego and Boston, LPL Financial is one of the largest independent broker-dealers in the U.S., supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.