At a glance
- Advisor team moves tracked this week represented about $34.4 billion in client assets, with the two disclosed moves accounting for $2.4 billion of that total.
- The Cullman/Holt move was recorded Oct. 5 and includes seven advisors: Jeff Cullman, W. Bruce Holt, Conor Holt, Connie M. Dennis, Shannon Borton, Ben Krajnak and Sol Gamertsfelder.
- The Praxis move to LPL Financial was recorded Oct. 6 through Oct. 8, with $1.1 billion in client assets tied to the Alpharetta, Georgia group.
Wells Fargo Advisors Financial Network added the $1.3 billion Cullman/Holt Group from UBS in Dublin, Ohio, and lost the $1.1 billion Praxis Financial Partners in Alpharetta, Georgia, to LPL Financial this week.
Advisor team moves tracked this week represented about $34.4 billion in client assets, with the two disclosed moves accounting for $2.4 billion of that total.
The Cullman/Holt move was recorded Oct. 5 and includes seven advisors: Jeff Cullman, W. Bruce Holt, Conor Holt, Connie M. Dennis, Shannon Borton, Ben Krajnak and Sol Gamertsfelder.
The Praxis move to LPL Financial was recorded Oct. 6 through Oct. 8, with $1.1 billion in client assets tied to the Alpharetta, Georgia group.
| Team | From | To | Assets | Market |
|---|---|---|---|---|
| The Cullman/Holt Group | UBS | Wells Fargo Advisors Financial Network | $1.3 billion | Dublin, OH |
| Praxis Financial Partners | Wells Fargo Advisors Financial Network | LPL Financial | $1.1 billion | Alpharetta, GA |
Reported by the Moves desk from Private Wealth Daily deal tracking. Published . Corrections
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