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W. Bruce Holt

Wells Fargo Advisors Financial Network · Reported Oct 14

In network coverage since September 30, 2026 · 8 stories

Network coverage

Features

UBS loses 34 advisors in early October; two executives will join &Partners

Frost Investment Services took a 27-advisor team; Wells Fargo FiNet added a seven-advisor group with $1.3 billion in assets.

Moves · Oct 9Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL

the_wrap · Oct 5FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

move · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio

Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet

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