Barney Financial Services, which manages $200 million in Kearney, Nebraska, has switched its affiliation from Securities America to LPL Financial.
The firm will use LPL’s broker-dealer and RIA platforms through JFC Advisor Network, with which it had formerly been affiliated. The faith-based Barney team is led by Ronald Eckloff and includes his daughter, adviser Emily Jameson, and client services manager Amy Bettles.
“We believe the innovative capabilities and more responsive support from LPL and JFC will be a step forward for our practice and allow us to provide better service to our clients,” Jameson said in a statement. “The technology, such as the account opening process and consolidated statements, will enhance the client experience, simplify processes and streamline operations, ultimately giving us more time to spend taking care of our clients.”
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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