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(LOS ANGELES / August 10, 2020)
B. Riley Wealth Management, a full-service private wealth and investment services firm and subsidiary of B. Riley Financial (NASDAQ: RILY) ("B. Riley"), today announced that Steven C. Behrle and Joseph Bergin have joined the firm's independent advisor channel in Irvine, California.
"We are extremely pleased that Steve and Joe chose our firm as the best platform to enhance their already successful wealth management practice," said Chuck Hastings, CEO of B. Riley Wealth Management. "The addition of this high caliber team located in Orange County is an integral step in our plan to expand our presence on the West Coast."
Steve Behrle and Joe Bergin each have more than 35 years of industry experience. Behrle has been an independent advisor with Wells Fargo Advisors Financial Network since 2007. Bergin partnered with Behrle at Wells Fargo in 2014 after spending the previous three years as an institutional equity trader with B. Riley & Company. In addition to providing holistic investment advice to individuals and families, the two have extensive experience assisting corporate clients with their qualified retirement plans, including defined benefit, SIMPLE, SEP, 401(k) and 403(b) plans.
"Because B. Riley Wealth Management accounts are cleared through Wells Fargo Clearing Services, LLC, the transition for our clients presents very little change or disruption," said Behrle. "One of the most compelling reasons for our move is gaining access to sophisticated, creative financial solutions through collaboration with experts across the firm. B. Riley is a well-known and respected firm headquartered in California and we anticipate this affiliation will be invaluable to the future growth of our practice."
About B. Riley Wealth Management
B. Riley Wealth Management provides a full suite of investment management services and solutions to individuals and families, small and large businesses, and non-profits, including qualified retirement plans, trusts, foundations and endowments. Our experienced financial advisors leverage the diverse resources and expertise of our affiliated network of companies to help clients create a sound financial strategy. The firm is a wholly-owned subsidiary of B. Riley Financial, Inc. (NASDAQ:RILY), a publicly traded, diversified financial services company. To learn more about our services and to get in touch with a financial advisor near you, visit www.brileywealth.com.