Vermont hybrid managing $210 million links to LPL

Ridgeline Wealth Management, a St. Johnsbury, Vermont-based hybrid managing $210 million, has affiliated with LPL Financial’s broker-dealer and corporate registered investment adviser custodial platforms. Ridgeline was formerly affiliated with Wells Fargo Advisors Financial Network, known as FiNet.

The team, led by founders Jake Lavely and Robert Dimick, includes partner and adviser Tyler Cahoon, associate wealth manager Elysia Gingue, operations manager Stacey Randall and administrative assistant Jolene Brennan.

[More: LPL Financial updates service center with new tech tools]

The post Vermont hybrid managing $210 million links to LPL appeared first on InvestmentNews.

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