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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
