LPL Financial says an advisor has joined its network from Wells Fargo Advisors Financial Network, where she had around $180 million in advisory, brokerage and retirement assets.
My Ton has joined Intrua Financial, an independent wealth management firm affiliated with LPL.
Intrua — which will open a branch in Wichita Falls, Texas — was founded in 2015 and specializes in business, estate and tax planning, according to LPL.
“My goal is to build a practice rooted in strong corporate and client values, and to create an environment to attract like-minded advisors, clients and staff,” Ton said in a statement.
Ton said that when deciding to break away from Wells Fargo, she was looking for new strategic partners with values and a mission that are aligned with her goals.
“Intrua and LPL offer exactly what I was looking for — they put advisors at the core of their business,” Ton said in the statement.
“By joining Intrua, I can enjoy true independence and best serve my clients while having access to resources at scale. LPL’s full suite of custodial services and business solutions provide the top-quality support I need to operate my independent practice and improve client experience,” she added.
Ton has been in the industry since 2015, when she registered with Wells Fargo Clearing Services, according to her BrokerCheck record.