Wells Fargo advisor managing $175M jumps to LPL
A financial advisor who oversaw $175 million in client assets at Wells Fargo Advisors has affiliated with LPL Financial via is employee advisor channel, Linsco by LPL Financial, the firm announced Tuesday.
Aaron Cizon will operate as Cizon Group Wealth Management of LPL Financial out of a new Linsco office in Greenville, South Carolina. He’s joined in the move by longtime staffer Julie Willis.
Cizon has 16 years of experience, according to his BrokerCheck report, and had been affiliated with Wells Fargo since 2012.
Cizon said in a statement that he wanted to have more flexibility in the way he ran his advisory business.
“As the industry continues to evolve, it was clear that I needed more autonomy in order to take care of my clients’ needs,” he said. “LPL offers more choice and flexibility in how I run my business, along with the integrated tools and resources that will help us elevate the client experience.”
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