Adviser managing $180 million at Wells Fargo moves to LPL

Adviser managing $180 million at Wells Fargo moves to LPL
Keith Boyd is affiliating through Gladstone, an LPL office of supervisory jurisdiction in Flemington, New Jersey
JUL 27, 2020

Keith Boyd, a Flemington, New Jersey-based adviser who managed $180 million on the bank brokerage platform of Wells Fargo, has affiliated with LPL and will use its registered investment adviser platform.

Boyd will operate through Gladstone Wealth Partners, an LPL office of supervisory jurisdiction, using the Gladstone name for his firm and operating from a Gladstone accounting practice.

Boyd had been with the bank and a predecessor since 1996.

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