Wells Fargo duo managing $305 million goes indie with LPL

David Crossan and John Stephens Jr. , who collectively managed $305 million at Wells Fargo Advisors, have teamed up and gone independent through affiliation with LPL Financial.

In launching Shoreline Wealth Management, which has offices in the New Jersey shore communities of Manahawkin and Manchester, the two used LPL’s model designed for breakaway brokers.

Crossan, who is based in Manchester, had been with Wells Fargo since 2006. Stephens, who is based in Manahawkin, joined Wells Fargo in 2011.

A staff member, Brittany Forte, joined Crossan and Stephens in the move.

[More: LPL, Commonwealth start to gain traction with wirehouse reps]

Pay attention and learn about crypto now, even before the asset rules are set

The post Wells Fargo duo managing $305 million 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: