Two brokerage teams affiliated with Wells Fargo FiNet, each of which manages $150 million in assets, have affiliated with other broker-dealers.
[More: Wells Fargo Finet no longer reports how many financial advisors it employs]
LongView Wealth Solutions, based in York, Pa., has affiliated with Raymond James. Corinthian Wealth Partners in Silverdale, Wash., has affiliated with Summit Brokerage Services.
David Garber, William Thompson Jr. and Jason Weber are the principals at LongView.
Mr. Garber began his career at Locust Street Securities in 1996 and moved to ING Financial in 2004 and to Wells Fargo in 2011. Mr. Thompson began his career at Pruco Securities in 1983 and in 1986 moved to Locust Street Securities, where he began working with Mr. Garber. Mr. Weber joined the team when he began his career at Locust Street Securities in 1997.
At Corinthian, Robert Battin, Roger Finucan and Todd Hankins are principals.
Mr. Battin began his career at Lehman Brothers in 1987. He moved to Citigroup in 1993 and stayed with its successor, Morgan Stanley, until 2011, when he affiliated with Wells Fargo.
Mr. Finucan began his career at Boettcher in 1985, moved to Dain Rauscher in 1986 and then in 2001 to Citigroup, where he began working with Mr. Battin. Mr. Hankins began his career in 2006 at Merrill Lynch and moved to Chase Investment Services in 2009 and then to Wells Fargo in 2011.
(More: Wells Fargo adviser head count dips)
