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LPL Financial announced Wednesday that Jeremy Holly, who was at LPL for 19 years before jumping to SageView Advisory Group in 2021, has rejoined the firm as executive vice president of strategic business development. Holly, a former senior vice president of corporate development and advisor financial solutions at LPL, will be responsible for building out the broker/dealer’s liquidity and succession and M&A solutions functions.
Holly joined SageView Advisory Group, a Newport Beach, Calif.–based retirement-focused RIA, in 2021 as its new chief development and integration officer. In that role, he was responsible for leading SageView’s M&A efforts and building out his own deal execution, sourcing and integration teams.
A spokeswoman for SageView did not return a request for comment by publication time.
At LPL, Holly will lead the firm’s liquidity and succession solution, the b/d’s newest offer inside its business solutions program, where LPL will buy an advisor’s practice and run it under the Linsco model temporarily until that advisor’s eventual successor is ready.
Holly will also be responsible for M&A solutions, LPL’s suite of services to help advisors navigate mergers and acquisitions from start to finish. He was instrumental in building out that program, which went live in February 2021.
“Jeremy is a seasoned leader who will move some of our most significant growth opportunities from startup to formation mode,” said Rich Steinmeier, LPL managing director and divisional president, business development. “Not only will he help support our current advisors as they plan the futures of their businesses, but he’ll also help build out some of our programs that continue to be differentiators and growth engines for the firm.”
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