David Crossan and John Stephens Jr. , who collectively managed $305 million at Wells Fargo Advisors, have teamed up and gone independent through affiliation with LPL Financial.
In launching Shoreline Wealth Management, which has offices in the New Jersey shore communities of Manahawkin and Manchester, the two used LPL’s model designed for breakaway brokers.
Crossan, who is based in Manchester, had been with Wells Fargo since 2006. Stephens, who is based in Manahawkin, joined Wells Fargo in 2011.
A staff member, Brittany Forte, joined Crossan and Stephens in the move.
“The White House has extremely strict ethical guidelines with respect to issues like this,” said Press Secretary Karoline Leavitt.
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The advisor both prices FSK's private loans and gets paid on those prices, the suit claims
The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
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