Adviser managing $370 million moves to RBC from Wells Fargo
James Koestner switches firms in Dallas
James “Ernie” Koestner, who managed $370 million at Wells Fargo Financial Advisors in Dallas, has joined RBC Wealth Management there.
Koestner began his securities career in 1986 at First Investors and later moved to Rotan Mosle. He joined A.G. Edwards, a predecessor of Wells Fargo Advisors, in 1988.
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