Cetera Welcomes John Sloop, John Black and Palmetto Investment Consultants, Overseeing Approximately $305 Million in AUA
Why now
Thesis: Small advisor recruitment, no market-wide read-through
Catalyst to watch: Further advisor moves between platforms
Main risk: Single-team move, negligible industry impact
Why it matters
Advisor team moves shift assets between brokerage platforms, a marginal competitive datapoint rather than a market driver.
Details
Investment team moves from LPL to Cetera's Summit Financial Networks community, drawn by its boutique service model and Cetera's growth resources and marketing support SAN DIEGO, Sept. 24, 2026 /PRNewswire/ -- Cetera welcomes financial advisors John Sloop, CFP®, John Black, III, ChFC®,...
Related assets & topics
BanksSources
- prnewswire · 2026-09-24 12:05 UTC