Geneos Wealth Management: LPL Financial Signs Former TD Ameritrade and Geneos Wealth Advisory with $3.1 Billion in Assets

LPL Financial LLC announced that CG Advisor Network, an entity of the RIA CG Advisory Services, has selected LPL as its primary custodian and exclusive broker-dealer. The firm reported having served approximately $3.1 billion in advisory and brokerage assets, previously at TD Ameritrade and Geneos Wealth Management. Headquartered in Haslett, Michigan, CG Advisor Network was [...] The post LPL Financial Signs Former TD Ameritrade and Geneos Wealth Advisory with $3.1 Billion in Assets appeared first on The DI Wire.