ON THE MOVE-LPL Financial adds Louisiana firm managing $520 million in assets

Nov 11 (Reuters) - LPL Financial Holdings, the biggest independent broker-dealer in the United States, said on Tuesday it recruited a four-person registered investment adviser group in Louisiana.

LPL is working to gain a foothold in the U.S. South and Gulf Coast region.

The adviser group, Goss Wealth Management, had about $520 million in assets under management as of June 20, according to a statement released by LPL.

Read More

New $520M LPL Firm Aims at Southern Strategy

A $520 million hybrid RIA that hopes to become a super-OSJ in the Gulf South region has landed at LPL Financial, severing its longstanding ties with Wells Fargo.

Read More

How LPL used its RIA love and long OSJ leash to lure Wells Fargo's $550-million FiNet team in Louisiana

The giant IBD showed its RIA side and its ability to oversee the launching of an OSJ model.

Read More

LPL Adds Goss Wealth Management To Platform

Goss Wealth Management has transitioned to LPL Financial’s RIA custodial platform, LPL announced today.

Based in Baton Rouge, La., with a sister office in New Orleans, Goss Wealth Management manages approximately $520 million in assets.

Read More

LPL Adds $520M Firm To Hybrid RIA Platfrom

Goss Wealth Management, a Baton Rouge, La.-based firm that previously managed $520 million in assets on Wells Fargo’s FiNet network, joined LPL Financial's broker/dealer and hybrid RIA platform on Tuesday with the goal becoming a super-OSJ in the Gulf South region.

Read More

Louisiana Advisers Join LPL Platform

Nov 11, 2014 --- Goss Wealth Management, a four-adviser team led by Jerry Goss, has transitioned to the LPL broker/dealer and hybrid RIA custodial platform. ---

Goss Wealth Management, based in Baton Rouge, Louisiana, with a sister office in New Orleans, serves retirement plans, estates, and endowments. The firm also provides customized, holistic financial planning to mass-affluent and high-net-worth clients. Other services include tactical asset allocation combined with active portfolio monitoring and readjustment. In addition, Goss Wealth Management oversees several discretionary portfolios designed to match a range of investment objectives. It also utilizes third-party managers to provide clients with exposure to specific niche areas.

Read More