A team of financial advisers in Pasadena, California, that had managed about $345 million at Wells Fargo Advisers is joining LPL Financial, LPL announced.
Floe Financial Partners, founded in 1987, had been affiliated with Wells Fargo since 2012, after earlier working with LPL.
“What resonated with us was seeing how much LPL has evolved over the years, as well as their commitment to investing back into the business,” adviser Robert Floe said in a statement.
Floe has 34 years of experience, according to his BrokerCheck report, and was affiliated with LPL from 1994 to 2012. Marjan Neyestani Khazra has 29 years of experience.
Accompanying them in the move are two other advisers, Chase Edwards and Anthony Minero, along with four staff members.
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“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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