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Ex-Cetera Adviser Launches $300M Kinetic Wealth Via LPL Independent Network
AltsWire reports that adviser Kacy Walker has left Cetera to establish Kinetic Wealth through LPL Financial's Independent Advisor Network. The October 22 announcement describes Walker as serving approximately $300 million in retirement-plan and individual wealth assets. That figure describes his reported practice assets, rather than newly raised investment capital.
The arrangement combines an independent advisory practice with LPL support for the transition and ongoing operations, compliance and administration. Kinetic's described services span retirement and investment planning, budgeting, debt management and estate planning. The move illustrates the supported independence model offered through LPL's network.
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