A former Wells Fargo team have joined Wells Fargo , an independent firm affiliated with Raymond James . The team generated over $137m in 1992 revenue at Confluence Financial Partners while managing $1.2m in client assets.
A former Wells Fargo team have joined Confluence Financial Partners, an independent firm affiliated with Raymond James. The team generated $1.2m in annual revenue at Wells Fargo while managing over $137m in client assets.