Team managing $1.3 billion at Wells Fargo goes indie with LPL

Team managing $1.3 billion at Wells Fargo goes indie with LPL
The six-adviser group led by Larry Boggs is forming Boggs & Co. Wealth Management in Cumberland, Maryland.
JUN 21, 2021

Larry Boggs, whose 13-person, five-adviser team managed $1.3 billion at Wells Fargo Advisors, has launched Boggs & Co. Wealth Management and affiliated with LPL Financial.

Boggs, whose team includes his three daughters, affiliated through LPL’s Strategic Wealth Services unit, which supports breakaway advisers.

The team is based in Cumberland, Maryland.  

Boggs has 45 years of experience, having started at Butcher & Singer in 1974, and had worked at Wells Fargo and predecessor firms for more than four decades.

Latest News

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

Trump's tariff talk roils markets, political leaders
Trump's tariff talk roils markets, political leaders

Canada, China among nations to react to president-elect's comments.

Ken Leech formally charged by SEC, US Attorney's Office
Ken Leech formally charged by SEC, US Attorney's Office

For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound