LPL Financial: Loomis Wealth joins broker-dealer, RIA, custodial platforms

LPL Financial (LPLA) announced that financial advisors William “Bill” Curtis Loomis, III, William Curtis “Curt” Loomis, IV and Justin Hitt of Loomis Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor and custodial platforms. The team reported serving approximately $180M in advisory, brokerage and retirement plan assets and joins LPL from L.M. Kohn & Company. Based in Harrisonburg, Va., Bill and Curt founded Loomis Wealth Management in 2010 with the goal of empowering individuals and families to achieve their financial goals through comprehensive, fiduciary-driven wealth management. The father and son team have a combined six decades of financial industry experience and have earned a reputation in the Shenandoah Valley for their holistic approach to wealth management. Hitt, who spent a decade as an educator for the Rockingham County Public Schools before transitioning to the financial industry, joined the team in 2023. Together they offer a full range of investment management, financial planning and risk management services, allowing them to address all aspects of their clients’ financial lives.