Advisers on the Move
Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.
For production and additional details, click on adviser(s) name for full profile.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Dennis Laird, Donald Lundy, Jogn Pfaudler||LPL Financial||Ameriprise Financial||$120||12-02-2016|
|Robert Tatum||LPL Financial||Infinex||$60||04-11-2016|
|Brian Hinson, Bob Johnson, Jonathan Hornsby||LPL Financial||Lincoln Financial||$250||04-30-2015|
|DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompte||LPL Financial||Lincoln Financial||$1,000||08-14-2012|
|Christopher Hagen, Daniel Sloan||LPL Financial||Morgan Keegan||$180||01-04-2012|
|Bobby White||LPL Financial||Securities America||$0||08-10-2011|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.