Wells Fargo team managing $295 million jumps to LPL
Allison Taylor leads the all-female group in Huntington Beach, California.
Allison Taylor, who managed $295 million at Wells Fargo Advisors, has affiliated with LPL Financial.
The Taylor Wealth Management team includes Taylor’s daughter, Jordan McDole, who serves as the firm’s operations manager, and Kaitlyn Chuong, the client relationship manager. The firm is based in Huntington Beach, California.
Taylor had been with Wells Fargo since 2004.
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