Brown Wealth Management Group has left Wells Fargo for LPL Financial's hybrid RIA platform, Stratos Wealth Partners, according to LPL.
Brown Wealth Management, a primarily fee-based firm focused on high-net-worth investors, has $525 million in assets under management. The firm is led by President Jeffrey Brown and supported by advisors Patrick Ford and Tyler Morris, the firm says. Along with two additional staffers, Allison Williams, who will serve as chief operating officer, has also made the move to LPL, according to the firm.
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