A veteran team of five advisors with $120 million in assets under management has jumped to Wells Fargo Advisors Financial Network from Triad Advisors.
"Being affiliated with a large bank, some people say it's negative. It's very helpful for us," says Thomas Gray, one of the principals of Retirement Protection Group in Redondo Beach, Calif., which is slated to rebrand itself as Riviera Wealth Management.
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