Team managing $1.3 billion at Wells Fargo goes indie with LPL

Larry Boggs, whose 13-person, five-adviser team managed $1.3 billion at Wells Fargo Advisors, has launched Boggs & Co. Wealth Management and affiliated with LPL Financial.

Boggs, whose team includes his three daughters, affiliated through LPL’s Strategic Wealth Services unit, which supports breakaway advisers.

The team is based in Cumberland, Maryland.  

Boggs has 45 years of experience, having started at Butcher & Singer in 1974, and had worked at Wells Fargo and predecessor firms for more than four decades.

[More: Adviser recruitment on track for record-breaking year]

The post Team managing $1.3 billion at Wells Fargo goes indie with 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.
%d bloggers like this: