LPL Financial Attracts $715M Team from Cetera
A Cincinnati-based team managing about $715 million in client assets is joining LPL Financial from Cetera. Concentric Wealth Management is led by Patrick Burke and Matt Tarka, and was affiliated with Avantax (which Cetera acquired in 2023). The firm was founded as an accounting firm over 40 years ago, and added wealth management services 15 years […]
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