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Lance Dunn

TSG Wealth Management · Reported Aug 28
In network coverage since August 27, 2026 · 3 stories
Network coverage
Moves

Raymond James loses $545M, then raids Wells Fargo

The round-robin of independent-channel recruiting tightens as FiNet takes two California teams and Raymond James answers with a Wells Fargo veteran.
the_tape · Aug 28Wells Fargo builds a private bank in a day
Moves · Aug 27Raymond James loses two California teams to Wells Fargo's scale pitch
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