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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound