November 11, 2014-LPL Financial has won Goss Wealth Management, a hybrid broker dealer and registered investment adviser in Baton Rouge, LA with about $520 million in assets, taking it away from Wells Fargo Advisors, according to the Investment News.
Jerry Goss, his son Alex Goss, George F Sins III and Matthew Duplechain are the four advisors at Goss whose hopes are to expand branch offices in the Gulf South region.
This continues the growth of LPL Financial which holds about $78 billion in assets, up from $50 billion last year.
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