Chris Albright, whose Astra Wealth Advisors manages $192 million in Clarks Green, Pennsylvania, has left Wells Fargo Financial Advisors Network, or FiNet, and affiliated with LPL Financial’s broker-dealer, RIA and custodial platforms.
He will partner with current LPL-affiliated adviser Kimberly Santarsiero, who will now operate under the Astra brand.
Albright has nearly 30 years of experience providing comprehensive investment planning and wealth management for high-net-worth families, businesses and institutions, LPL Financial said in a press release Tuesday.
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
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
