First Allied duo managing $275 million shifts to LPL

Craig Zaleck and Mark Hogan, who manage $275 million as Bergen Point Wealth Management, have changed affiliations from First Allied, a unit of Cetera, to LPL Financial.

The two will operate through Independent Network of Consultants & Advisors, known as INC Advisors, a super office of supervisory jurisdiction for LPL.

Zaleck and Hogan, who are based in Bayonne, New Jersey, started their careers as CPAs.

[More: Why is LPL’s biggest branch starting its own broker-dealer?]

The post First Allied duo managing $275 million shifts to LPL appeared first on InvestmentNews.

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