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Industry Spotlight > Broker Dealers

Advisor Group Names 3 Executives to New Posts

By Janet Levaux

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Advisor Group has added executives in trading and operations, marketing and communications, and advisor engagement who previously worked at firms like LPL Financial, AssetMark and Lincoln Financial Group.

“Each of these [three] new additions to our management team brings a unique level of expertise and fresh perspective that will only enhance our ability to deliver a differentiated experience for our financial advisors and their clients,” said CEO Jamie Price in a statement. 

The firm says the hiring of two individuals and promotion of one executive are tied to advisor feedback it has collected and reviewed recently. 

The three executives and their new roles are as follows: 

  • Tim Hodge, executive vice president, Trading and Operations; Hodge was with LPL Financial from 2015 to 2021 and at Goldman Sachs (1996-2015). 
  • Jen Roche, senior vice president, Corporate Content, Communication and Public Relations; earlier, Roche worked at AssetMark (2020-2022) and LPL Financial (2015-2020) after more than a decade of general public relations and communications roles. 
  • Aiyisha K. Adams, vice president, Advisor Engagement; prior to joining Advisor Group in 2018, Adams held positions at Lincoln Financial Group (2014-2018), Northwestern Mutual (2012-2014) and BB&T Investments (2009-2012). 

“We are thrilled to welcome Tim, Jen and Aiyisha to Advisor Group,” Greg Cornick, president, Advice & Wealth Management at Advisor Group, said in a statement. “These high caliber executives could have joined any firm in our industry, but they chose Advisor Group because they recognize we are building a truly exceptional firm with a clear vision for transforming wealth management.”

Advisor Group includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services, which include about 10,000 independent advisors and $515 billion in client assets.

Janet Levaux

@Think_JanetL

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