Pacific Northwest Retirement Planners, a hybrid managing $220 million and based in Portland, Oregon, has switched affiliations to LPL Financial from KMS Financial Services, which is part of Advisor Group.
Father-and-son advisers Tom and Bill Smothers manage the firm, along with Tom’s son Bryan, who serves as office manager. Most of the firm’s clients are located in southeast Alaska.
Pacific will use the corporate registered investment advisory platform of LPL, as well as its broker-dealer.
[More: LPL cuts Morningstar reporting tool at more than two dozen offices]
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