TBT Financial Services, a six-adviser team managing $625 million, switched its affiliation and corporate registered investment adviser custodial platform to LPL Financial from Raymond James.
The TBT team, which is based in Longview and Tyler, Texas, includes financial advisers Jerry Martin, Jon Cromer, Mitzi Bjork, Carl Newman Jr., Curtis Hinshaw and Clint Quinn, as well as four operations support staff members.
TBT was already working with Financial Advociates, an LPL firm that provides services to independent advisers.
The team had affiliated with Raymond James in 2010 after many years as an independent securities firm.
‘To do that is a big move, and I just don’t think it’s necessary,’ Trump says.
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