CHARLOTTE, N.C., Sept. 07, 2021 (Globe NEWSWIRE) — LPL Money LLC declared nowadays that Corpus Christi Money Team has joined LPL Financial’s broker-seller, corporate registered investment decision advisor (RIA) and custodial platforms. The advisors claimed having served around $four hundred million in advisory, brokerage and retirement prepare belongings*. They join LPL from Voya, which was just lately acquired by Cetera.
Led by controlling husband or wife Cory Summers CFP®, the Corpus Christi, Texas-dependent staff includes of economic advisors Kurt Emerick CFP®, Jim Mailhes CFP®, Alan Canine CPA, Justin Martinez and Ava “Diane” Smith, as nicely as two certified assistants and five workplace guidance workers associates. “With no minimums or cash flow level demands, we do the job with a varied group of challenging-operating folks hunting to simplify their intricate economic lives,” Summers reported. “We build private associations with every consumer, and
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