Four wirehouse advisors, managing a total of about $317 million in client assets combined, have joined the independent channel at Wells Fargo.
James and Kelley Tate made the move to independence from Morgan Stanley, where the husband-and-wife team had been managing $131 million in client assets, Wells Fargo said. Both have more than 22 years of industry experience according the firm. Their independent practice is operating as the Tate Group of Venice, Fla.
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