Bank group managing $235 million joins LPL
Advisers at First Citizens Investment Center at Iowa-based First Citizens Bank were previously affiliated with Cetera.
LPL Financial announced First Citizens Investment Center, which manages approximately $235 million in assets, is joining LPL’s institutional services platform. The advisers at First Citizens had been affiliated with Cetera Investment Services previously.
First Citizens Investment Center is located at Mason City, Iowa-based First Citizens Bank.
The team includes Nicole Rognes Olson, the program manager; Holly Miller, the investment executive; financial advisers Michael Castle and Arcon Concepcion; and two support staff members, Carol A. Juhl and Bryan J. Lathrop.
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