LPL Financial adviser, Ron Carson, is stepping down from his role to roll out a new firm, Reuters reports. Carson, who has been managing over $3 billion in client assets, is seeking to establish his own registered investment advisory (RIA) firm and broker-dealer. He will still use LPL to hold some assets and clear trades but will no longer work under the firm’s corporate RIA. Carson’s new firm will also use TD Ameritrade Holding and Charles Schwab to hold assets.

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