Skip navigation
The Daily Brief
crowd Digital Vision./Photodisc/Thinkstock

Two Quit Waddell & Reed for Conte Wealth Advisors

Waddell & Reed lost two York, Pa., advisors to Conte Wealth Advisors

Patrick Barry and Brian Lauer have joined Conte Wealth Advisors from Waddell & Reed.

Conte Wealth Advisors, an independent firm in network with the broker/dealer Cambridge Investment Research Advisors, made the announcement this week.

Barry and Lauer, two advisors based in York, Pa., joined CWA on Nov. 1, according to a statement. The two advisors grow CWA’s advisor count to 17 and its support staff to 13.

CWA is headquartered in Camp Hill, Pa., with an office in Fort Myers, Fla.

Want The Daily Brief delivered directly to your inbox? Sign up for WealthManagement.com's Morning Memo newsletter.

TAGS: Industry
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish