Broker-Dealer News: CG Advisor Network Moves To LPL
- 00 mins 54 secs
LPL Financial announced that CG Advisor Network has made LPL its primary custodian and exclusive broker dealer.Channel: Broker-Dealer
LPL Financial announced that CG Advisor Network has made LPL its primary custodian and exclusive broker dealer.
CG Advisor Network was founded in 1998, as a platform to serve advisors looking to leave larger firms to start their own practices. The firm now has 74 advisors serving clients nationwide, with $3.1 billion in advisory and brokerage assets, which were transferred to LPL from TD Ameritrade and Geneos Wealth Management.
CG Advisor Network’s founder and CEO Anthony J. Mazzali CFP®, ChFC®, said the move was motivated by his firm’s desire “to build the kind of future-proof platform that helps advisors eliminate back-office, technology and investment management burdens so they can spend more time where it really matters—growing their business.”