“We are pleased to welcome Andrew to our team,” said firm co-founder, Jerry Hill. “I believe his commitment to offering personal service and trusted guidance aligns with our firm’s values and vision to put our clients’ best interests first.”
Houston, TX (PRWEB) June 24, 2016
Financial advisor Andrew Sharp has joined financial services firm HLG Wealth Management located in Houston, Texas. The addition of Mr. Sharp will help HLG Wealth Management to expand the range and depth of services it can provide to deliver personalized, objective financial guidance to its clients. “We are pleased to welcome Andrew to our team,” said firm co-founder, Jerry Hill. “I believe his commitment to offering personal service and trusted guidance aligns with our firm’s values and vision to put our clients’ best interests first.”
Mr. Sharp brings over 13 years of financial services experience to HLG Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and CERTIFIED INVESTMENT MANAGEMENT ANALYST®. He earned his Bachelor of Arts degree from the University of Notre Dame and his MBA from Houston Baptist University. He holds the Series 4, 7 and 24 registrations held with LPL Financial, and Series 66 registration held with both LPL Financial and Level Four® Advisory Services.
HLG Wealth Management is supported by LPL, a leader in the financial management market and provides resources, tools and technology that enable advisors in the delivery of personal, objective financial advice. HLG Wealth Management provides fee-based services to clients through Level Four® Advisory Services, LLC, an independent advisor group serving more than 130 independent advisors across the United States.
About HLG Wealth Management
The founders of HLG Wealth Management, Jerry Hill, CPA/PFS, Dennis Long, CPA/PFS, CFP™, and Mary Gillespie, CPA, have been assisting their clients pursue their financial goals for over 20 years.
HLG Wealth Management works with their clients to ensure they are able to live up to the financial promises they have made to themselves and to their families by integrating financial planning, investment management, and tax planning.
About Level Four® Advisory Services
Based in Plano, Texas, Level Four® Advisory Services (“Level Four®”) is committed to being the firm of the future. Level Four® provides extensive business development and operational support to accounting firms and financial professionals seeking to create a holistic financial services offering. Its office of supervisory jurisdiction (OSJ) provides support services to over 130 financial professionals, and its coaching and training services drives its philosophy across its members' practices. Its SEC-registered investment advisor (RIA), Level Four® Advisory Services, LLC, is an independent, full-service investment management firm providing a broad array of financial services, including retirement planning, tax management, estate planning, risk management, education funding, investment management, employee and executive benefits. The financial professionals at Level Four® Advisory Services have aligned with LPL Financial as their broker-dealer in order to maximize the value they can bring to clients, through LPL's extensive range of tools and services. More information is available at http://www.levelfouradvisors.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and currently serves $476 billion in advisory and brokerage assets. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2015). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit http://www.lpl.com.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment adviser. Level Four Advisory Services, LLC and HLG Wealth Management are separate entities from LPL Financial.