LPL Financial said two advisers who had managed $280 million in assets at Wells Fargo Advisors have launched an independent firm and affiliated with LPL via its Strategic Wealth Services platform.
Richard DeYoung and Jessica Boehm opened their firm, Highland Wealth Partners, in The Woodlands, Texas. They were joined in the move by staff members Debbie Gregori and Cindy Binn.
DeYoung had been affiliated with Wells Fargo since 2009, according to his BrokerCheck report, and Boehm had been with Wells Fargo since 2017.
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