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A gaggle of Wells Fargo advisors who managed $450 million in shopper belongings left the wirehouse to hitch DayMark Wealth Companions, a registered funding advisor based by former colleagues.
DayMark Wealth Companions was launched in June 2022 by a bunch of ex-Wells Fargo workers with backing from Dynasty Monetary Companions. Dynasty helps wirehouse advisors go unbiased and offers back-office help to RIAs. DayMark relies in Cincinnati and has roughly $1.65 billion in belongings underneath administration, in keeping with the agency….
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