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Wells Fargo Loses FA Duo with $460M to RayJay
Raymond James announced that it has added a father-son financial advisor duo overseeing more than $460 million in client assets from Wells Fargo.
Summary as published by Financial Advisor IQ
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More on Wells Fargo
Wells Fargo hub →InvestmentNews · Oct 28, 4:20 PM ET
Advisor moves: Raymond James lands $460M father-son team from Wells FargoNASAA · Oct 15, 11:00 AM ET
NASAA Announces Settlement with Wells Fargo and Merrill Lynch Over Excessive Commissions on Small-Dollar Trades
More on Raymond James
Raymond James hub →InvestmentNews · Oct 28, 4:20 PM ET
Advisor moves: Raymond James lands $460M father-son team from Wells FargoWealthManagement.com · Oct 27, 11:39 AM ET
$1.1B Georgia Team Leaves Raymond James for IndependenceFinancial Advisor IQ · Oct 25, 1:00 PM ET
Rockefeller Lures FAs with $1.8B from J.P. Morgan, UBSWealthManagement.com · Oct 23, 2:10 PM ET
Raymond James Recruits $700M Advisor Team from Truist
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