The CEO of a Princeton-based wealth management firm has joined the LPL Financial platforms, aligning with affiliate Gladstone Wealth Group, LPL announced Wednesday.
Cary L. Hall Jr. of CLH Wealth Management has moved from UBS Financial Services to Bedminster-based Gladstone through LPL’s broker-dealer and corporate registered investment adviser platforms, according to a news release.
The former Army captain reports managing $160 million in assets and working with a diverse base of clients including attorneys, information technology professionals, athletes and entertainers, veterans and more.
“The independent model gives me more control over the wealth management strategies I use with my clients,” he said in a prepared statement. “This natural next step for my clients and I allows me to enhance and elevate the service I provide them. I will now be able to tailor strategies on an individual basis even more, while continuing to act in their best interest as we create a financial plan for their future.”
Gladstone now has 34 offices with the addition of Hall’s practice.
“With Gladstone and LPL, I am not alone,” Hall said. “I have access to the support I need with the freedom to operate my practice how I choose.”
