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.
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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