Wells Fargo
Wells Fargo
Wells Fargo is one of the largest banks in the United States, with approximately $1.9 trillion in balance sheet assets. The company is split into four primary segments: consumer banking, commercial banking, corporate and investment banking, and wealth and investment management.
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The advisors decided to join the firm following a meeting with Raymond James' leadership in St. Petersburg.
August 22 -
Planners have been leaving bank-backed firms in droves in search of what they say is greater freedom and flexibility.
August 21 -
The firm’s most recent hires are 2 advisors overseeing more than $550 million in client assets.
August 20 -
Jamie Dimon and Lloyd Blankfein remain prominent public figures, but many other crisis-era CEOs have kept low profiles over the past decade.
August 20 -
Two wirehouse veterans are the latest to join a fast growing independent firm.
August 16 -
Advisors John Burg and Tamara Colon moved their California practice to the regional firm.
August 15 -
The bank continues to battle a series of negative headlines such as erroneous foreclosures, but public and investor reaction has been muted.
August 14 -
The bank recently disclosed in an Aug. 3 filing that it faces a U.S. inquiry into its purchase of low-income housing credits.
August 14 -
The bank disclosed earlier this month that it faces a U.S. inquiry into its purchase of low-income housing credits.
August 13 -
The regional BD continues its recruiting spree, adding to the more than 400 advisors it’s already hired in the past year.
August 10
