Wells Fargo Advisers Launch Firm With Dynasty Financial -- Street Moves
August 31 2015 - 1:18PM
Dow Jones News
By Veronica Dagher
A pair of advisers from Wells Fargo Advisors have left the
company to form their own independent firm, taking more than $250
million in assets with them.
Charles Eberly Jr. and Lawrence DeFluri launched their
registered investment advisory firm, SevenBridge Financial Group,
on Monday with the support of Dynasty Financial Partners. Another
adviser and a support staffer also joined the new Harrisburg, Pa.,
firm from Wells Fargo.
A spokeswoman for Wells Fargo & Co.'s brokerage unit wasn't
immediately available for comment.
Mr. Eberly was formerly a senior vice president and investment
officer with Wells Fargo Advisors in Harrisburg. He began his
career at Shearson Lehman Brothers in 1992.
Mr. DeFluri was previously a managing director at Wells Fargo.
Prior to that, he was a financial adviser at Merrill Lynch and
Smith Barney.
One of SevenBridge's specialties is working with clients who
receive income from natural-gas leases on their properties, the
firm said in a statement.
Write to Veronica Dagher at veronica.dagher@wsj.com
Subscribe to WSJ: http://online.wsj.com?mod=djnwires
(END) Dow Jones Newswires
August 31, 2015 13:03 ET (17:03 GMT)
Copyright (c) 2015 Dow Jones & Company, Inc.
Wells Fargo (NYSE:WFC)
Historical Stock Chart
From Mar 2024 to Apr 2024
Wells Fargo (NYSE:WFC)
Historical Stock Chart
From Apr 2023 to Apr 2024