Broker-Dealer News: CG Advisor Network Moves To LPL

Broker-Dealer News: CG Advisor Network Moves To LPL

May 31, 2023
|
00 mins 54 secs

Video Info
Transcript

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.”