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FUNDRAISING NEWS | May 21, 2024

Oklahoma Advisors Launches Auctus Legacy Private Wealth Management via LPL Financial

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Financial advisors Alain Verhille and James S. Wood joined LPL Financial to establish Auctus Legacy Private Wealth Management. Previously with Merrill Lynch, they manage approximately $705 million in assets. 

Based in Oklahoma City, Alain Verhille and James S. Wood bring over 50 years of combined experience to their focus on high-net-worth clients, offering comprehensive wealth optimization and risk reduction strategies for multi-generational families. James Wood, who began his career in 1998, co-founded Auctus Legacy, demonstrating a strong commitment to client service. Alain Verhille, a Certified Financial Planner and Certified Plan Fiduciary Advisor, co-founded the firm after 17 years with Merrill Lynch. Outside of the office, both advisors are deeply involved in their community. They are also joined by Certified Senior Advisors Erikka Moore and Kathy Isernhagen.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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