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Two advisor groups have come collectively to type a brand new apply, Gaschen, Berlingeri & Casebolt, and moved their enterprise to Cadaret Grant, a subsidiary of Atria Wealth Options.
The Lubbock, Texas-based crew, with $175 million in belongings, joins from Cetera Advisors and Edward Jones. On the identical time, Cetera Advisor Networks recruited Peter Bell, a Chico, Calif.-based advisor with practically $112 million in belongings, from LPL Monetary.
Paul Gaschen and Angel Berlingeri, who had been beforehand with Cetera Advisors, joined with Jonathan “Jon” Casebolt, beforehand with Edward Jones, to create their new apply, centered on multi-generational wealth planning and offering technique progress and transition options for small enterprise homeowners.
The crew stated they had been interested in Atria’s tailor-made options and superior instruments to assist them higher serve shoppers.
Whereas Cetera misplaced a crew, additionally they gained an advisor, with Bell becoming a member of Summit Monetary Networks, a brilliant workplace of supervisory jurisdiction of Cetera Advisor Networks. Bell, who has been within the business for 30 years, stated he was interested in Summit’s “family-like tradition” and the sources and help offered by Cetera.
Summit Monetary Networks was created in 2019 when Summit Brokerage, an unbiased dealer/seller acquired by Cetera’s earlier father or mother firm, shuttered its b/d and rolled up into Cetera as an OSJ, or “area,” as Cetera calls them. Marshall Leeds, who led the b/d, nonetheless leads Summit as president of the OSJ.
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