Advisor Group Hires Away LPL Financial Trading and Operations Leader

Tim Hodge Named EVP, Trading and Operations as Firm Expands Management Bench with Multiple Senior Hires

James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report
Tim Hodge, Executive Vice President, Trading and Operations

Advisor Group is on the move again, this time hiring three senior executives to its management team.

In a press release issued earlier this week, the company announced the addition of Tim Hodge as Executive Vice President, Trading and Operations; Jen Roche as Senior Vice President, Corporate Content, Communication, and Public Relations; and Aiyisha Adams as Vice President of Advisor Engagement.

Jen Roche, SVP Corporate Content, Communication & PR

According to the press release, Hodge, an 18-year veteran of Goldman Sachs, most recently served as EVP of Service, Trading and Operations at LPL Financial, one of Advisor Group’s fiercest rivals in the ongoing recruiting wars for experienced and successful financial advisors.

Jen Roche is a fellow LPL veteran who has led a number of marketing and communications functions at that company before most recently serving as head of marketing at AssetMark.

Aiyisha Adams, VP Advisor Engagement, Advisor Group

In a statement shared with Wealth Solutions Report, Advisor Group’s CEO, Jamie Price, said, “As we embark on the next stage of our strategic vision, we are committed to hiring top talent that will help us align ongoing advisor feedback with a boutique service approach and industry-leading scale to deliver tailored solutions that help our advisors and their clients thrive.”

It all starts with a vision

Price’s statement noted that each of the hires brings a unique level of expertise that will help Advisor Group’s mission of elevating the service experience for financial advisors and their clients. 

Advisor Group is majority owned by private equity firm Reverence Capital. The company has roughly 10,000 financial advisors across the country and encompasses the following subsidiary firms:  FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

James Miller, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at

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