South Carolina Firm Switches To LPL Financial From Wells Fargo

Editorial Staff

14 January 2019

South Carolina-based Harbor Financial Group, a wealth management house, has joined the broker-dealer and RIA platforms of .

The wealth management firm serves about $360 million of client brokerage and advisory assets. The advisors join from Wells Fargo Advisors Financial Network.

The firm is made up of five advisors in two locations. Partners Cam Werntz and Clay Hershey, together with Rob Williams CFP®, are based in the Charleston office; Benton Montgomery and Lee Tiller are based in the Murrells Inlet office.