Advisers on the Move

Five-member FiNet team managing $360 million moves to LPL

South Carolina's Harbor Financial Group affiliates with hybrid platform

Jan 10, 2019 @ 4:19 pm

By InvestmentNews

Harbor Financial Group, which manages $360 million in assets in two South Carolina locations, has switched affiliation from Wells Fargo Advisors Financial Network to LPL Financial.

Three of the firm's five advisers — partners Cam Werntz and Clay Hershey, as well as adviser Rob Williams — are based in Charleston office. Benton Montgomery and Lee Tiller are based in Murrells Inlet, S.C. office.

Edward "Cam" Werntz began his securities career in 2000 at Citigroup Global Markets and affiliated with Wells Fargo in 2006. Mr. Hershey began his career at Copeland Equities in 1997, moved to Robinson-Humphrey in 1999, and then to Citigroup in 2002. He also affiliated with FiNet in 2006.


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