Avantax team managing $400 million switches to LPL
First Legacy Wealth Management affiliates through JFC Advisor Network. The advisory firm is based in San Angelo and Big Spring, Texas.
First Legacy Wealth Management, a three-adviser team managing $400 million, has switched its broker-dealer affiliation and corporate registered investment adviser platform from Avantax Investment Services, part of Blucora, to LPL Financial.
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The team, based in San Angelo and Big Spring, Texas, affiliated through JFC Advisor Network, a large LPL office of supervisory jurisdiction.
Advisers Dennis Reed, Lance Modawell and Steve Stone are supported by three assistants.
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