LPL nabs $3.1 billion advisor network from Geneos
Michigan-based CG Advisor Network, which had custodied with TD Ameritrade, will now use LPL as its primary custodian and broker-dealer.
A network of advisors managing $3.1 billion in assets that previously had custodied with TD Ameritrade and was affiliated with Geneos Wealth Management has switched to using LPL Financial as its broker-dealer and primary custodian, LPL announced Tuesday.
CG Advisor Network, a unit of RIA CG Advis
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