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.
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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.
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.