Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union

Digital Wealth News | Cindy Taylor

June 6, 2023

Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced today it affiliated with Atria Wealth Solutions subsidiary CUSO Financial Services (CFS) after leaving LPL Financial.

Clearview joined LPL through the acquisition of CBSI in May 2022.

Service and access to technology drove this decision to move for CFS explained President and CEO of Clearview Lisa Florian. “It was important to us to partner with a broker-dealer that understands our vision of helping our members enjoy a better life and will empower us to deliver the solutions that exceed their needs,” she said.

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