Cetera Recruits $340 Million Team from LPL Financial
Cetera Financial Group, a network of independent retail firms, has recruited The Advisors LLC, a full-service wealth management practice based in Pennsylvania.
Cetera Financial Group, a network of independent retail firms, has recruited The Advisors LLC, a full-service wealth management practice based in Pennsylvania with $150 million in assets under management and $190 million brokerage assets.
Led by president and financial advisor Bryan Davis, the team also includes four producing financial professionals.
Davis, a certified estate planner, has nearly 30 years of financial services experience and founded the practice in 1998 with a primary focus on offering comprehensive financial planning for individuals and small businesses throughout the United States. Specialty areas include retirement planning, wealth management, and estate planning.
The Advisors LLC will affiliate with Cetera Advisors LLC.
Cetera’s network includes Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists, and First Allied Securities. Services include wealth management, retirement planning, advisory services, practice management support, technology, marketing guidance, regulatory support, and market research.
