Super OSJ overseeing $975 million shifts to Royal Alliance from Penn Mutual

Pacific Capital Resource Group, a large office of supervisory jurisdiction supervising 40 financial professionals who collectively oversee $975 million, has switched its broker-dealer affiliation to Royal Alliance, a member firm of Advisor Group, from Penn Mutual’s broker-dealer subsidiary.

PCRG, which was co-founded by CEO Kurt Jonson in 1998, also has offices in Lake Oswego, Oregon, and Scottsdale, Arizona.

See the latest Advisers on the Move here.

The post Super OSJ overseeing $975 million shifts to Royal Alliance from Penn Mutual appeared first on InvestmentNews.

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