The group will use LPL’s registered investment advisory platform and its broker-dealer.
The firm, which was founded in 1993, has 25 advisers, most of whom have spent their entire career with the firm.
Monte Peterson, Tagge Rutherford’s president, cited LPL’s technology as a factor in the move.
“With LPL’s technology platform, the tools we use to serve clients — from reporting to trading — work together under a single sign-on,” Peterson said in a press release. “It will be so much easier to manage the day-to-day support of clients, and they will have a transformed experience as well.”
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