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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 2, 2026The Morning Brief →Sign in
wealth team

The Behun team

$2BBook of businessas reported in coverage
2Advisors
La Jolla, CAMarket
1Moves on our record
The lineage
until Sep 24, 2026PRIORBank of America Private Bank
Sep 24, 2026CURRENTRBC Wealth Management
Sep 23, 2026team liftoutBank of America Private Bank → RBC Wealth Management

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