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Est. 2026Moves · Money · ManagementNew York

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Moves

$1.3B UBS Team Departs for Wells Fargo's FiNet

By Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.

Summary as published by WealthManagement.com
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