LPL adds $280 million team from Wells Fargo

LPL Financial said two advisers who had managed $280 million in assets at Wells Fargo Advisors have launched an independent firm and affiliated with LPL via its Strategic Wealth Services platform.

[More: LPL kept spending big on recruiting in 2021]

Richard DeYoung and Jessica Boehm opened their firm, Highland Wealth Partners, in The Woodlands, Texas. They were joined in the move by staff members Debbie Gregori and Cindy Binn.

DeYoung had been affiliated with Wells Fargo since 2009, according to his BrokerCheck report, and Boehm had been with Wells Fargo since 2017.

[More: LPL nabs $275 million Wells team in Texas]

The post LPL adds $280 million team from Wells Fargo 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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