LPL Financial said Thursday that a team headed by advisors Eric Fenton and Rodney Wangler, which oversaw $300 million in assets at Securities America, which is part of Advisor Group, have joined LPL.
Their Vancouver, Washington-based firm, Fenton Wangler Financial, will be aligned with JFC Advisor Network.
The two advisors founded their firm in 2001.
In a statement, Fenton cited LPL’s technology as one of the factors behind their decision to join the firm. “LPL invests heavily in its innovative technology, which is critical to keep pace in this ever-changing environment,” he said.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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