A Wells Fargo advisor team with $260 million in combined client assets has moved their practice to the employee broker-dealer side of Raymond James, according to the firm.
Advisors Tammy Sweet Halprin and Scott Finkler now operate as the Halprin Finkler Investment Group of Raymond James in Destin, Fla., the firm says. The duo had $2 million in annual production at the time of their departure from Wells Fargo, according to Raymond James.
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