Richard Pakes, who managed $315 million at Wells Fargo Advisors in Santa Barbara, California, has opened his own firm, CVG Wealth Management, and has affiliated with LPL Financial.
Pakes, who was joined in the move by his two client relationship managers, had been with Wells Fargo for more than 23 years.
The firm's newly appointed regional leader, part of its latest addition in Philadelphia, will spearhead its expansion in the East Coast.
CPI data from October revived bond traders' hopes that the Fed can keep leaning dovish in its final interest rate decision of the year.
The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its network.
The $38 billion RIA giant has formed a multigenerational planning team managing $377 million, with a new location in Palm Beach Gardens.
The broker-dealer giant's latest breakaway additions in San Diego, California are joining an existing team while opening a new office location.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.