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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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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.
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