The father-daughter team of Tom Kelly and Maureen Kelly, who managed $300 million at Wells Fargo Advisors in Lynwood, Washington, outside Seattle, have moved to the Linsco employee channel at LPL Financial.
The team also includes Marla Scott in a client service support role.
The multigenerational practice builds upon those community-based relationships. The team works with many local families to help them build their financial wealth portfolios and determine how to best pass those along to their families, LPL Financial said in a press release Tuesday.
An adviser since 1990, Tom Kelly had been with Wells Fargo for the past 10 years. Maureen Kelly started her career a year ago.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
