Liberty Wealth’s chairman and chief executive officer, James Gladney, will join PCIA’s network along with 14 of his employees. The staffers moving over include five advisors expected to bring a combined total of 725 clients to the team.
Liberty Wealth has $1.75 billion under management and clients that span 45 states, according to a statement announcing the deal. The deal also brings Liberty Wealth’s remote servicing capabilities into PCIA’s fold.
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