Home Alts News LPL Financial Adds Former Cetera Advisory Firm with $250 Million in Assets

LPL Financial Adds Former Cetera Advisory Firm with $250 Million in Assets

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that Money Matters has joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

The team reported having served approximately $250 million in advisory, brokerage and retirement plan assets, and joins LPL from Cetera.

Founded by chief executive officer Ron Clark, Money Matters is a financial consulting firm based in Tampa, Florida and Gadsen, Alabama.

“We’ve developed a financial coaching process to provide balanced financial solutions and strategic investment planning, one client at a time,” Clark said.

Clark, who has 40 years of experience, partnered with fellow advisor George Brkljacic nearly 17 years ago, and they are assisted by seven office support members, all who are client-centric and knowledgeable in the complexities of the financial services industry. To date, the team has served four generations of families, as well as numerous businesses, churches and charitable organizations.

“It is an honor to welcome Ron, George and the entire Money Matters team to LPL,” Scott Posner, LPL executive vice president, business development, said. “We have a deep understanding of the marketplace and are committed to delivering exceptional advisor experiences, thus enabling advisors to deliver differentiated experiences to their clients. That has and will always be the No. 1 focus at LPL. We look forward to a long-lasting relationship with Money Matters and wish them much success with the next chapter of their business.”

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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