UBS adviser managing $215 million goes indie with LPL

Chad Taylor, who managed $215 million at UBS, has formed an independent firm, Seapoint Wealth Advisors, and affiliated with LPL Financial.

Taylor, whose business is based in San Diego, California, is using a variety of services LPL provides for breakaway brokers, the company said in a release.

[More: In face of pandemic, IBDs proved resilient in 2020]

Green bonds are booming

The post UBS adviser managing $215 million goes indie with LPL appeared first on InvestmentNews.

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