LPL Financial and IHT Wealth Management Welcome Ric Kellogg
LPL Financial today announced that Ric Kellogg has joined LPL’s broker/dealer platform and aligned with IHT Wealth Management (IHT), an independent advisory firm on LPL’s hybrid registered investment advisor (RIA) platform. Kellogg reported that, based on prior business*, he served approximately $123 million of client brokerage and advisory assets, as of March 29, 2018.
Based in Southlake, Texas, Kellogg is a veteran financial advisor providing financial planning, wealth management and qualified plan consultation services. He holds his CERTIFIED FINANCIAL PLANNER™ designation, the Chartered Retirement Plans Specialist designation (CRPS®) and is a candidate for Chartered Financial Analyst (CFA®).
“I always think about my clients’ best interests in every aspect of my work, and that includes the firm I choose to partner with,” said Kellogg. “By joining LPL and IHT, I have access to a broad range of products and services along with specialized resources and support that can enhance the service I can provide to my clients. In addition, I’m excited to partner with IHT to build their presence in Dallas and Las Vegas and to have the opportunity to mentor and collaborate with other advisors.”
“The independent model continues to be an attractive alternative for advisors who are seeking more control and innovative solutions to serve investors’ best interests,” said Craig Kamis, LPL executive vice president, Business Development. “We welcome Ric to LPL and IHT. We are pleased he has chosen to move to our independent platform and that he can play a role in supporting IHT’s continued growth.”
“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. “At IHT, our goal is to create a network of entrepreneurial, like-minded advisors and provide their clients with the best specialized services in the marketplace. Ric is a great fit for IHT’s culture and business model and we look forward to supporting him for years to come.”
*Asset numbers reported are based on prior business and have not been independently and fully verified by LPL Financial.
LPL Financial and IHT Wealth Management are separate entities.