Charlotte, N.C.-based LPL Financial announced on Wednesday the addition of seven Pennsylvania-based advisors and $390 million in assets to its broker-dealer and RIA platform.
CPC Financial Planning, a King of Prussia, Pa.-based firm formerly associated with Royal Alliance, will join LPL.
The advisors moving with CPC to LPL’s platforms include Rich Capassso, Earl Clairmont, John Paciello, Andy Kilinsky, Charlie Wilensky, Rick Clairmont and Frank Imperial.
All seven advisors are also CPAs who will remain affiliated with the Clairmont, Paciello & Co. accounting firm separately from their relationship with LPL, which does not offer tax advice or other CPA-related services.
In statements released with the announcement, CPC Financial’s advisors said they made the move to take advantage of LPL’s technology and client experience offerings.