Team managing $390 million at Royal Alliance switches to LPL

Team managing $390 million at Royal Alliance switches to LPL

Seven financial advisers with CPC Financial Planning in Pennsylvania make move.

DEC 18, 2019

By Bloomberg

Bloomberg

Seven financial advisers managing $390 million at CPC Financial Planning have affiliated with LPL Financial's broker-dealer and corporate registered investment adviser platforms. They join from Royal Alliance, a unit of the Advisor Group. [More: LPL reels in three teams from Advisor Group broker-dealers] Based in King of Prussia, Penn., the team includes planners Rich Capasso, Earl Clairmont, John Paciello, Andy Gilinsky, Charlie Wilensky, Rick Clairmont and Frank Imperial. All are also certified public accountants affiliated with the CPA firm Clairmont, Paciello & Co. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.]

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