Adviser managing $315 million at Wells Fargo goes indie with LPL
Richard Pakes starts CVG Wealth Management in Santa Barbara, California
Richard Pakes, who managed $315 million at Wells Fargo Advisors in Santa Barbara, California, has opened his own firm, CVG Wealth Management, and has affiliated with LPL Financial.
Pakes, who was joined in the move by his two client relationship managers, had been with Wells Fargo for more than 23 years.
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