Avantax team managing $400 million switches to LPL

First Legacy Wealth Management, a three-adviser team managing $400 million, has switched its broker-dealer affiliation and corporate registered investment adviser platform from Avantax Investment Services, part of Blucora, to LPL Financial.

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The team, based in San Angelo and Big Spring, Texas, affiliated through JFC Advisor Network, a large LPL office of supervisory jurisdiction.

Advisers Dennis Reed, Lance Modawell and Steve Stone are supported by three assistants.

The post Avantax team managing $400 million switches to LPL appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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