Harbor Lights team leaves LPL for Wells Fargo Advisors Financial Network
The $350M firm was concerned with joining a firm that could successfully navigate the DOL fiduciary rule.
A trio of financial advisers managing about $350 million of assets at Harbor Lights Financial Group have left LPL Financial for the independent brokerage arm of Wells Fargo & Co.
Co-founding partners Doug Lockwood, Rob Tendler and Ken Roberts of wealth management firm Harbor Lights Financial in Man
Learn more about reprints and licensing for this article.