Morgan Stanley duo managing $150 million goes indie with LPL

The mother-and-son team of Paulette and Beaux Treguboff, who managed $150 million at Morgan Stanley, have affiliated with LPL Financial in Glendale, Arizona.

The two, who will practice as Homestead Wealth Management, will be supervised by Gladstone Wealth Partners, an LPL super office of supervisory jurisdiction.

[More: LPL to scoop up 900 Waddell & Reed advisers in latest deal]

The post Morgan Stanley duo managing $150 million goes indie with LPL appeared first on InvestmentNews.

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