Wells Fargo team managing $295 million jumps to LPL

Allison Taylor, who managed $295 million at Wells Fargo Advisors, has affiliated with LPL Financial.

The Taylor Wealth Management team includes Taylor’s daughter, Jordan McDole, who serves as the firm’s operations manager, and Kaitlyn Chuong, the client relationship manager. The firm is based in Huntington Beach, California.

Taylor had been with Wells Fargo since 2004.

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

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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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