Wells Fargo team managing $351 million in Gainesville, Georgia, goes independent

Strong Gaddy Lee Wealth Management chooses hybrid route with LPL.
JUL 20, 2017

A four-adviser team managing $351 million at Wells Fargo Advisors in Gainesville, Georgia, has created an independent hybrid firm whose brokerage unit is affiliated with LPL. The hybrid, Strong Gaddy Lee Wealth Management, said that Integrated Financial Group, an RIA on LPL's hybrid platform, will serve the advisory arm of the firm, which is headed by Charlie Strong, Shane Gaddy, Kelly Lee and Kyle Bochat. The firm also includes three professional staff members who joined from Wells Fargo. Mr. Strong began his securities career in 1991 at A.G. Edwards, a predecessor firm of Wells Fargo. Mr. Gaddy has been in the securities industry since 1998, when he joined A.G. Edwards. Ms. Lee began her career in 2004 at A.G. Edwards. Mr. Bochat began his career at Edward Jones in 2014 and joined Wells Fargo in 2016.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

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