Wells Fargo duo managing $225 million launch LPL-affiliated hybrid
« Return to News
Marc DeCicco and Tad M. Wilson, who managed $225 million at Wells Fargo Advisors, have formed North Bend Wealth Management, a hybrid based in Vienna, West Virginia.
The firm will use the broker-dealer and registered investment adviser platforms of LPL, as well as its custodial services, through LPLs unit aimed at attracting breakaway wirehouse brokers.
DeCicco joined Wells Fargo Advisors in 1997; while, Wilson joined in 1994, according to BrokerCheck records.
The post Wells Fargo duo managing $225 million launch LPL-affiliated hybrid appeared first on InvestmentNews.
Have any Questions?
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact UsSubscribe to our mailing list.
© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company