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Group of advisers poached an experienced Wells fargo financial advisor in South Carolina.

Franky lundy, who operates Columbia Capital Partners in Columbia, South Carolina, joined Advisor Group through its subsidiary Associates of the Royal Alliance and the supervisory jurisdiction office based in Salem, SC Cline financial partners, according to Advisor Group. It manages $ 125 million, according to the company.

Lundy began his career in the financial services industry in 1991 at Citigroup Global markets and moved to Wells in 2005, according to his BrokerCheck file. Lundy’s registration ended in October 2021, when he registered with the Royal Alliance, according to BrokerCheck.

Lundy said in a statement that he had focused on Advisor Group and its two firms in its pursuit of independence.

Founded in 1969, the Jersey City, New Jersey-based Royal Alliance currently has more than 3,000 financial advisers, according to Advisor Group.

Alongside Royal Alliance, the Advisor Group network also includes FSC titles, SagePoint Financial, America Securities, Councilors of the Triad andWoodbury Financial Services and collectively represents about 10,100 financial professionals overseeing more than $ 475 billion, according to the company.

Last month, Wells also lost a pair of advisors managing $ 164 million to Triad Advisors.


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