Lynn Daughtry and Kyle Conger, who managed $215 million at Wells Fargo Advisors, have gone indie and affiliated with LPL Financial.
The two advisers have formed White Oak Investment Management in Thomasville, Georgia. The firm will use LPL’s broker-dealer and corporate registered investment adviser platforms.
[More: LPL to pay top dollar for employee reps and advisers]
The post Wells Fargo duo managing $215 million goes indie with LPL appeared first on InvestmentNews.
As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.