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LPL Financial Acquires $520 Million Goss Wealth Management

LPL Financial Acquires $520 Million Goss Wealth Management

LPL Financial Acquires $520 Million Goss Wealth Management 150 150 Rex Securities Law

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.

Rex Securities Law provides nationwide representation to investors seeking recovery of investment losses due to the negligence or fraud of stockbrokers and broker dealers. If you have questions about how your account has been handled, call to speak with an experienced securities attorney. Most cases handled on a contingent fee basis meaning that you do not pay legal fees unless we are successful.

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