Louis Pelliccioni, Brice L. Pelliccioni and Amanda Pelliccioni, who jointly managed $200 million at Wells Fargo Advisors, have gone independent as Trilith Wealth Management and affiliated with LPL Financial.
They will use the firm’s broker-dealer and corporate RIA platforms, the latter through Independent Network of Consultants & Advisors (INC Advisors).
Trilith maintains offices in Morgantown, West Virginia, and Naples, Florida.
Lou Pelliccioni founded the business in 1985 and had been at Wells Fargo since 2003. His son Brice, who is working on a master’s degree in taxation, and his daughter-in-law Amanda joined the practice within the last few years after careers in the medical field.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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