Team managing $305 million exits Wells Fargo for LPL


Brian Lynn, John Fessler and Jim Pacheco, who managed $305 million at Wells Fargo Advisors, have formed Claritas Financial Partners in Marlton, N.J., and affiliated with LPL.

The new firm will use the corporate registered investment adviser platform of LPL through the firm’s strategic wealth services unit, which specializes in supporting breakaway employee brokers.

Lynn began his financial career in 1994 at Merrill Lynch. He joined Legg Mason in 1995 and Wells Fargo in 2002.

Fessler joined Wells Fargo in 2014. Jim Pacheco began his career in 1991 at Lutheran Brotherhood Securities, and moved to AXA Advisors in 2001. He joined Wells Fargo in 2008.

[More: ]

Written by Investors Wallets

Financial planning evolves beyond investments in a COVID19 world

Chase Bank Review: FullService Banking Is Their Strength