Wells Fargo Advisors has picked up a father-son financial advisor team from UBS Financial Services in Corpus Christi, Texas.
Armando “Mandy” Deleon and his son, Alejandro “Alex” Deleon, have been registered with Wells Fargo since May 25, according to their registration records with the Financial Industry Regulatory Authority. Together, they had around $70 million in assets under management.
Armando Deleon had been with UBS since January 2007, according to his public registration records with FINRA, following more than six years at Citigroup Global Markets and 10 years at Prudential Securities. Alejandro Deleon also had been with UBS since January 2007, his registration records show, following almost four years at Citigroup.
They now report to branch manager Brian Leeton.