Wells Fargo duo managing $305 million goes indie with LPL
David Crossan and John Stephens Jr. set up shop in Manahawkin and Manchester on the New Jersey shore.
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.
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