Firm News

Liberty Wealth’s chairman and chief executive officer, James Gladney, will join PCIA’s network along with 14 of his employees. The staffers moving over include five advisors expected to bring a combined total of 725 clients to the team.

Liberty Wealth has $1.75 billion under management and clients that span 45 states, according to a statement announcing the deal. The deal also brings Liberty Wealth’s remote servicing capabilities into PCIA’s fold.

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