Moves
Advisor moves: LPL lands $1.1B Georgia team as Wells Fargo loses and wins
Financial ADVSRRead our full story: Four-advisor Georgia team with $1.1 billion leaves Wells Fargo's independent channel for LPL →LPL picks up $1.1B from Wells Fargo's independent channel as the wirehouse gains a $410M family team from UBS.
Summary as published by InvestmentNews
More on LPL Financial
LPL Financial hub →Wealth Solutions Report · Oct 6, 8:17 AM ET
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More on Wells Fargo
Wells Fargo hub →Wealth Solutions Report · Oct 6, 8:17 AM ET
LPL Picks Up $1.1 Billion Team From Wells FargoWealthManagement.com · Oct 5, 3:07 PM ET
LPL Recruits $1.1B Team to its RIA Channel From Wells Fargo's FiNetInvestmentNews · Oct 5, 9:10 AM ET
Advisor moves: Merrill nabs Morgan Stanley, Wells Fargo teams overseeing $770MWealthManagement.com · Sep 30, 1:03 PM ET
$1.3B UBS Team Departs for Wells Fargo's FiNet
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