$200 million indie moves to LPL from Securities America

$200 million indie moves to LPL from Securities America
Barney Financial Services will use LPL’s broker-dealer and RIA platforms through JFC Advisor Network.
NOV 02, 2022

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.”

'IN the Nasdaq' with Jay Jacobs, US head of thematics at BlackRock

Latest News

Trio of advisors switch for 'Happier' times at LPL Financial
Trio of advisors switch for 'Happier' times at LPL Financial

Former Northwestern Mutual advisors join firm for independence.

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

Trump's tariff talk roils markets, political leaders
Trump's tariff talk roils markets, political leaders

Canada, China among nations to react to president-elect's comments.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound