LPL Financial LLC announced that Money Matters has joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $250 million in advisory, brokerage and retirement plan assets, and joins LPL from Cetera. Founded by CEO Ron Clark, Money Matters is a financial consulting firm based in Tampa, Fla. and Gadsen, Ala. Clark partnered with fellow advisor George Brkljacic, CFP about 17 years ago, and they are assisted by seven office support members, all who are client-centric and knowledgeable in the complexities of the financial services industry. To date, the team has served four generations of families, as well as numerous businesses, churches and charitable organizations.
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Published first on TheFly
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