LPL adds $210 million team from Wells Fargo
The father-son duo of Jeffrey and Justin Katz are joining LPL’s employee channel and will operate as Katz Wealth Advisors of LPL Financial.
LPL Financial said Monday that a father-and-son pair of advisors who managed $210 million at Wells Fargo Advisors have joined its employee channel, Linsco by LPL.
Jeffrey and Justin Katz will operate as Katz Wealth Advisors of LPL Financial. They are joined in the move by staffer Heather Cheney.
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