Wells Fargo, LPL And Cetera Add Advisor Teams In New Recruiting Moves
Wells Fargo, LPL and Cetera added advisor teams from Morgan Stanley, UBS and Commonwealth as recruiting activity continues.
Cetera, LPL And Prime Capital Add Advisor Teams Across Several Markets
Cetera, LPL and Prime Capital added advisor talent from Osaic, Nations Financial Group and other major firms as recruiting continues.
Raymond James And Ameriprise Add Advisor Teams With Nearly $285M In Assets
Raymond James and Ameriprise added advisor practices overseeing nearly $285M, expanding wealth teams tied to FNBO and The Atlantic Group.
Nicholas Iarrapino Joins Wells Fargo FiNet With Fischman Azar Group
Nicholas Iarrapino joins Wells Fargo FiNet with the Fischman Azar Group, supporting the Fort Lee team’s planning-based wealth management services.
Solomon Tobal Moves to Wells Fargo FiNet
Solomon Tobal moves to Wells Fargo FiNet as part of the Fischman Azar Group, a Fort Lee wealth management team serving executives, families and business owners.
Tomer Mizrahi Joins Wells Fargo FiNet With Fischman Azar Group
Tomer Mizrahi joins Wells Fargo FiNet with the Fischman Azar Group, supporting the Fort Lee team’s wealth management and planning services.
Alexander “Sandy” Fischman Moves to Wells Fargo FiNet
Alexander “Sandy” Fischman moves to Wells Fargo FiNet as part of the Fischman Azar Group, a Fort Lee wealth management team serving executives, families and business owners.
Merrill Lynch Advisors Move to Wells Fargo FiNet
Two Merrill Lynch advisory teams with $1.4 billion in client assets move to Wells Fargo FiNet and form Twin Harbors Private Wealth in Melville, New York.
Shalom Azar Moves to Wells Fargo FiNet
Shalom Azar moves to Wells Fargo FiNet as part of the Fischman Azar Group, a wealth management team serving families, executives and high-net-worth clients.