A $520 million hybrid RIA that hopes to become a super-OSJ in the Gulf South region has landed at LPL Financial, severing its longstanding ties with Wells Fargo.
Although Goss Wealth Management -- based in Baton Rouge, La., with another office in New Orleans -- only has four financial advisors currently, the firm is hoping LPL's hybrid RIA platform will help it attract breakaway wirehouse brokers, says the firm's president and founder Jerry Goss.
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