Hybrid managing $300 million moves to LPL from Voya
Crossroads Financial Services will use Financial Services Network as an office of supervisory jurisdiction
Crossroads Financial Services, an Austin, Texas-based hybrid managing $300 million, has switched its broker-dealer affiliation and registered investment adviser platform to LPL Financial from Voya Financial Advisors.
Crossroads, which is headed by the father-and-son team of Matt Meyers Sr. and Matthew Meyers Jr., affiliated through the Financial Services Network, an office of supervisory jurisdiction for LPL. The team includes a support staff of two.
Crossroads specializes in financial planning for teachers and college educators.
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