Team managing $1.3 billion at Wells Fargo goes indie with LPL

Team managing $1.3 billion at Wells Fargo goes indie with LPL
The six-adviser group led by Larry Boggs is forming Boggs & Co. Wealth Management in Cumberland, Maryland.
JUN 21, 2021

Larry Boggs, whose 13-person, five-adviser team managed $1.3 billion at Wells Fargo Advisors, has launched Boggs & Co. Wealth Management and affiliated with LPL Financial.

Boggs, whose team includes his three daughters, affiliated through LPL’s Strategic Wealth Services unit, which supports breakaway advisers.

The team is based in Cumberland, Maryland.  

Boggs has 45 years of experience, having started at Butcher & Singer in 1974, and had worked at Wells Fargo and predecessor firms for more than four decades.

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