Ron Carson Completes Move From LPL to Cetera
January 19, 2017 By Janet Levaux, ThinkAdvisor The wealth management group has over $6.5 billion in assets on its RIA platform and other operations Carson Wealth Management has switched broker-dealers, two months after news leaked that the team was making the move. Led by Ron Carson, the group has been affiliated with LPL Financial since 1989. Its website now says it trades securities through Cetera Advisor Networks and has 13 wealth advisors. Carson Wealth had $2.6 billion of assets with LPL, $1 billion on its advisory platform and $1.6 billion on its brokerage platform, as of Oct. 31; according to Forbes, the advisor and affiliated organizations work with $6.6 million in total assets. Cetera Financial Group is currently lead by Robert Moore, who was president of LPL Financial from May 2012 to March 2015. In March...