Wells Fargo advisors go independent with LPL and Stratos
A trio of advisors dropped Wells Fargo as practices choose between staying with wirehouses or joining the RIA movement.
Source: financial-planning.com
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Billion-dollar Wells Fargo trio goes indie with LPL
A trio of advisers overseeing $1 billion in individual and retirement plan assets at Wells Fargo Advisors have affiliated with LPL Financial.
Source: investmentnews.com
Salt Lake City $1 Billion Team Joins LPL From Wells Fargo
A Salt Lake City-based advisory team with $1 billion in assets is joining LPL Financial from Wells Fargo to create by aligning with Stratos Wealth Partners.
Source: wealthmanagement.com