Former Wells Fargo Advisors Join LPL and Launch Indie Firm
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that longtime financial advisors Marc DeCicco and Tad M. Wilson have launched their independent practice, North Bend Wealth Management.
LPL Financial LLC, the nation’s largest independent broker-dealer, announced that longtime financial advisors Marc DeCicco and Tad M. Wilson have launched their independent practice, North Bend Wealth Management, through affiliation with LPL Strategic Wealth Services.
The advisors serve approximately $225 million in advisory, brokerage and retirement plan assets and join from Wells Fargo Advisors.
With a combined 60 years of experience in financial services, DeCicco and Wilson are longtime business partners who help individuals and small business owners plan for retirement and work toward their financial goals. The pair are based in West Virginia.
They named the new independent practice, North Bend Wealth Management, after a nearby state park where DeCicco bikes and Wilson rides his horses.
“North Bend represents both the straight path and the change of course. That symbolism, right here in our own backyard, really resonated with us. For our entire career, we have had a passion for doing the right thing and helping our clients when they hit that fork in the road,” DeCicco said.
DeCicco and Wilson are both active with United Way of Mid-Ohio Valley and Wood County Society, a nonprofit organization that helps young adults with disabilities. Wilson served on the local school board for 10 years and was board president of the Consumer Credit Counseling Board for 20 years. DeCicco is a past board member of several local organizations.
LPL Financial provides service to approximately $762 billion in brokerage and advisory assets as of June 30, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 16,973 financial advisors.
