Wells Fargo Team That Managed $1.15 Billion Jumps to LPL Financial
LPL Financial has notched another recruiting win, bringing in a large California team from Wells Fargo. The Townsgate Wealth ...
InvestmentNews3d
LPL welcomes $1.15B breakaway team from Wells Fargo
The six-advisor ensemble based in California marks the latest and largest departure from the Wall Street giant to the ...
Financial Planning2d
Ex-Wells Fargo team seeks greater independence at LPL: Advisor Moves
It apparently means a lot of different things to different people. Just ask Jim Murray, a founder of Townsgate Wealth ...
Nasdaq3d
Townsgate Wealth Management Advisors Join LPL Financial, Bringing $1.15 Billion in Assets
Townsgate Wealth Management joins LPL Financial, serving $1.15 billion in assets with a focus on high-net-worth clients. LPL Financial LLC has announced that financial advisors Jim Murray ...
LPL Welcomes Townsgate Wealth Management
Based in Westlake Village, Calif., Townsgate Wealth Management was founded in 2016 and has since grown to an ensemble practice that serves primarily high-net-worth individuals, families and business ...
LPL Financial: Townsgate Wealth joins broker-dealer, RIA, custodial platforms
LPL Financial (LPLA) announced that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, Michael Kazmer, Brett Goldberg and Wesley ...
Financial Advisor3d
$1.15B Wells Fargo Team In California Moves To LPL
A six-member advisory team at Wells Fargo Advisors Financial Network that handled $1.15 billion in advisory, brokerage and retirement assets has left to join LPL Financial’s broker-dealer, registered ...
Barron's1d
Wells Fargo Team That Managed $1.15 Billion Jumps to LPL Financial
The Townsgate Wealth Management practice, based in the Los Angeles suburb of Westlake Village, oversaw about $1.15 billion in advisory, brokerage, and retirement assets at Wells Fargo, according ...
Morningstar3d
LPL Welcomes Townsgate Wealth Management
Based in Westlake Village, Calif., Townsgate Wealth Management was founded in 2016 and has since grown to an ensemble practice that serves primarily high-net-worth individuals, families and ...