Louis Pelliccioni, Brice L. Pelliccioni and Amanda Pelliccioni, who jointly managed $200 million at Wells Fargo Advisors, have gone independent as Trilith Wealth Management and affiliated with LPL Financial.
They will use the firm’s broker-dealer and corporate RIA platforms, the latter through Independent Network of Consultants & Advisors (INC Advisors).
Trilith maintains offices in Morgantown, West Virginia, and Naples, Florida.
Lou Pelliccioni founded the business in 1985 and had been at Wells Fargo since 2003. His son Brice, who is working on a master’s degree in taxation, and his daughter-in-law Amanda joined the practice within the last few years after careers in the medical field.
To help fund the proposal, the governor and Florida's finance chief are probing municipal finances on a "local government accountability tour" to uncover potential waste.
Edward Jones’ job cuts and overall realignment internally are contributing to higher costs for the company, it said in its recent quarterly report.
Meanwhile, Fifth Third's RIA arm adds a former billion-dollar BNY trio in Boulder, Colorado, while a hybrid RIA opens a new North Carolina location with a former Raymond James-affiliated team.
Analysis highlights swelling out-of-pocket costs and wasted time on paperwork, with an outsized toll on businesses and around crypto transactions.
The appointment to its investment management arm comes roughly a year after the firm first announced plans to launch its own exchange-traded fund platform.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
