LPL nabs $275 million Wells team

Pat Clifford and Tyler Lewis, who managed $275 million at Wells Fargo Advisors, have opened an advisory firm in Charlotte, North Carolina, and affiliated with LPL via its Strategic Wealth Services.

Joining Clifford and Lewis at the new firm, Clifford-Lewis Private Wealth, are Karen Vaughan, who serves as director of planning, and Sherryl Miles, who’s director of client relations.

Clifford has 19 years of experience, according to his BrokerCheck report, and had been affiliated with Wells Fargo since 2012. Lewis has seven years of experience and had been affiliated with Wells since 2016.

[More: Breakaway broker managing $750 million joins LPL]

The post LPL nabs $275 million Wells team 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: