Craig Zaleck and Mark Hogan, who manage $275 million as Bergen Point Wealth Management, have changed affiliations from First Allied, a unit of Cetera, to LPL Financial.
The two will operate through Independent Network of Consultants & Advisors, known as INC Advisors, a super office of supervisory jurisdiction for LPL.
Zaleck and Hogan, who are based in Bayonne, New Jersey, started their careers as CPAs.
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Shannon Reid, president of Osaic and the network’s number two executive, has plenty of challenges, industry executives said.
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