Money Matters, a firm that managed $250 million at Cetera, has joined LPL Financial, the firm announced Monday.
Money Matters has offices in Tampa, Florida, and Gadsen, Alabama. It was founded by its CEO, Ron Clark.
Clark, advisor George Brkljacic and seven staffers are making the move to LPL.
Clark has 38 years of experience, according to his BrokerCheck report, and had been affiliated with Cetera since 2019.
“After seeing the expansive and connected tools at LPL, we felt it’s a better match to serve our clients evolving needs,” Clark said in a statement. “We appreciate that we no longer have to enter the same information multiple times.”
(This news/press release has not been altered by investment.net, apart from the headline, and has been obtained from a syndicated source:- https://www.investmentnews.com/lpl-adds-cetera-team-managing-250-million-235315)