Advisor Group and network member firm Royal Alliance Associates, today announced the recruitment of Pacific Capital Resource Group (PCRG), a Super-OSJ supervising 40 financial professionals who collectively oversee $975 million in client assets, according to a news release.
The recruitment underscores Royal Alliance’s support for the growth and success of large and fast-growing Super-OSJ groups across the country, the release said.
PCRG, which was co-founded by CEO and OSJ Kurt Jonson in 1998 in Bellevue, Wash., offers retirement planning, wealth advisory services, investment planning and insurance solutions to individuals and families, as well as business planning, valuation, benefits and insurance services to small business clients. It has offices in Bellevue, Lake Oswego, Ore., and Scottsdale, Ariz.
Jonson said his entire team was eager to join forces with a firm that shares their growth vision, values and commitment to serving financial professionals. “We found all of that and more with Advisor Group and Royal Alliance, where there is a clear belief in the power of our ‘team of teams’ approach,” he said in a statement. From the outset, Royal Alliance stood out to PCRG as the top firm for Super-OSJ groups,” he said in a statement.
Greg Cornick, president, Advice & Wealth Management at Advisor Group, said they are proud to support businesses across the wealth management space like PCRG.“Having just concluded our all-virtual annual national conference, ConnectED Canvas – with over 8,000 of our financial professionals in attendance – the successful recruitment of PCRG underscores both the broad appeal of our network of firms with every segment of the industry, as well as our continued strong momentum,” he said
Advisor Group serves about 11,100 financial professionals and oversees more than $450 billion in client assets. In addition to Royal Alliance, its network of firms includes FSC Securities, KMS Financial Services, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial.