Two advisers managing $266 million at Wells Fargo Advisors in Bothell, Washington, have gone independent as Legacy Wealth Partners and affiliated with Raymond James through Mainspring Wealth Advisors, one of the firm’s offices of supervisory jurisdiction.
The advisers, Jeff Anderson and Doug McClure, had been affiliated with Wells Fargo since 2010 and 2011, respectively. Anderson began his securities career at Merrill Lynch in 2000; McClure started in 1986 at First Investors.
Legacy Wealth account executives Sarah Hand and Monica Rock-Lorimor also made the move to Raymond James.
Money still pouring into ESG funds
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