UBS adviser managing $215 million goes indie with LPL
Chad Taylor launches Seapoint Wealth Advisors in San Diego using LPL's services for breakaway brokers.
Chad Taylor, who managed $215 million at UBS, has formed an independent firm, Seapoint Wealth Advisors, and affiliated with LPL Financial.
Taylor, whose business is based in San Diego, California, is using a variety of services LPL provides for breakaway brokers, the company said in a release.
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