Orlando Garcia, who managed $527 million at Wells Fargo, and Miguel Viyella, who managed $537 million at the firm, have joined the employee unit of Raymond James in Coral Gables, Florida.
Garcia, who had been with Wells Fargo for more than 20 years, started his career at Citicorp in 1995.
Viyella had been with Wells Fargo and a predecessor firm since 1998.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
