3 reps managing $345 million join LPL employee unit
Three registered representatives who collectively manage $345 million have joined Linsco, LPL Financial’s employee adviser unit.
Three registered representatives, who collectively manage $345 million, have joined Linsco, LPL Financial’s employee-adviser unit.
Bob Trent, who managed $200 million at Wells Fargo Advisors, will open a Linsco office in Santa Rosa, California.
Gene Foley, who managed $85 million at Wells Fargo Advisors in Portland, Oregon, will work remotely from his home there.
Michael Markovich will join a new Linsco office in Denver, where he managed $60 million at Morgan Stanley.
Learn more about reprints and licensing for this article.