Female duo managing $230 million at FiNet returns to LPL

Female duo managing $230 million at FiNet returns to LPL
Carrie Turcotte and Crystal Walker run NorthShore Financial Strategies in Chattanooga, Tennessee.
SEP 20, 2021

Carrie Turcotte and Crystal Walker, whose NorthShore Financial Strategies manages $230 million in Chattanooga, Tennessee, have switched affiliation from Wells Fargo Advisors Financial Network, known as FiNet, to LPL Financial.

Turcotte and Walker, who had been with FiNet for almost six years and for two years, respectively, had been affiliated with LPL before leaving for Wells Fargo.

They are joined in the move by two support staff members, Jamie Climer and Julie Weddle.

As they return, they are using a package of services LPL offers to breakaway brokers.

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