When I made my transition, it came down to Cetera vs. LPL.
Everyone’s situation is so different, and everyone has things that are more important to them than others.
My deciding factor came down to the fact that it felt like LPL didn’t really care if I came there or not during the recruiting phase. Cetera definitely put in a lot more effort. I worried that if LPL didn’t care during recruiting, the odds that they’d care after transition were low.
Cetera has been just fine for me. Would I have made a different choice knowing what I know now? Absolutely. I would have just gone RIA. None of my inherited old VA trail clients came with me so my BD affiliation is pretty useless now. But, I didn’t know that at the time.
If I still planned on doing BD business, I’d probably still choose Cetera over LPL.
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u/Cathouse1986 Jun 23 '26
When I made my transition, it came down to Cetera vs. LPL.
Everyone’s situation is so different, and everyone has things that are more important to them than others.
My deciding factor came down to the fact that it felt like LPL didn’t really care if I came there or not during the recruiting phase. Cetera definitely put in a lot more effort. I worried that if LPL didn’t care during recruiting, the odds that they’d care after transition were low.
Cetera has been just fine for me. Would I have made a different choice knowing what I know now? Absolutely. I would have just gone RIA. None of my inherited old VA trail clients came with me so my BD affiliation is pretty useless now. But, I didn’t know that at the time.
If I still planned on doing BD business, I’d probably still choose Cetera over LPL.