Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Deals & People December 17, 2013
LPL Adds Advisers
Kelley Snook Jr. and Paul Housey have joined the broker/dealer and registered investment adviser (RIA) platforms of LPL Financial LLC.
Reported by PLANADVISER staff
Snook’s retirement plan consultancy, under the RIA Straightline Consulting Group, focuses on corporate sponsored 401(k) plans, as well as non-profit 403(b) plans primarily for colleges and universities.
Housey’s private client advisory practice, operated through the investment advisory firm Flipside Consulting LLC, provides financial planning for mass affluent and high-net-worth clients.
Snook and Housey, both based in Troy, Michigan, have more than 20 years of financial services industry experience each, according to a statement from LP, a subsidiary of LPL Financial Holdings, Inc.