Hybrid managing $275 million moves to LPL from Lincoln

Hege Financial Group is five-adviser team in Winston-Salem, N.C.

NOV 06, 2019

By InvestmentNews

Hege Financial Group, an independent hybrid managing $275 million, has moved its broker-dealer and corporate registered investment adviser affiliations to LPL Financial from Lincoln Financial Securities. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.] The firm, based in Winston-Salem, N.C., was founded in 1979 by Ed Hege. He and his son, Will Hege, lead the firm, which consists of fellow advisers Bill Gribble, Perry Hudspeth and Steven Rubin, as well as two office support staff. [Recommended video: Walt Bettinger lays out Schwab's plan with zero commission trading] Investing in profitability, performance and people: Register for our Top Advisory Firm Summit.

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