Salter Monetary Group, a Beaumont, Texas-based staff with $100 million in consumer belongings, has rejoined LPL Monetary after spending the final 5 years at Cetera Monetary. The staff, which was with LPL from 2006 to 2014, mentioned they determined to return again after noticing a turnaround and alter of tradition on the unbiased dealer/vendor.
“I’m satisfied, from every little thing I’ve seen, that LPL is a robust firm that cares deeply about its advisors,” founder Phillip Salter mentioned. “I’m particularly excited in regards to the expertise evolution and new capabilities that can assist us be extra environment friendly serving our purchasers.”
The agency additionally contains Blake Worthey and Clovis Van Houten, in addition to assistant Dianne Walker. They deal with offering retirement plans and IRAs for plant and refinery employees.
Earlier this 12 months, E. Martin von Känel, founding father of Patriot Wealth Administration in Torrance, Calif., made the same leap again to LPL after 9 years with Cetera. He cited a change in tradition and enchancment in expertise for going again.
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