Wells Fargo duo managing $225 million launch LPL-affiliated hybrid

Wells Fargo duo managing $225 million launch LPL-affiliated hybrid
Marc DeCicco and Tad Wilson started North Bend Wealth Management in Vienna, West Virginia
SEP 22, 2020

Marc DeCicco and Tad M. Wilson, who managed $225 million at Wells Fargo Advisors, have formed North Bend Wealth Management, a hybrid based in Vienna, West Virginia.

The firm will use the broker-dealer and registered investment adviser platforms of LPL, as well as its custodial services, through LPL’s unit aimed at attracting breakaway wirehouse brokers.

DeCicco joined Wells Fargo Advisors in 1997; while, Wilson joined in 1994, according to BrokerCheck records.

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