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.

¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Gerber Kawasaki Wealth & Investment ManagementLPL FinancialSagePoint Financial$17510-22-2012
Capstone Affluent StrategiesLPL FinancialPrudential Financial$45010-17-2012
Mark Elston, Dave Quinn, Jim Elston, Tiffany Del SantoLPL FinancialWells Fargo Advisors$18510-15-2012
Washington Wealth ManagementLPL FinancialSpire Investment Partners$75010-02-2012
DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteLPL FinancialLincoln Financial$1,00008-14-2012
Tamar H. MogilskiLPL FinancialMetLife Securities$15008-09-2012
Advantage Financial GroupLPL FinancialNational Planning$2,00008-02-2012

Showing 1 to 7 of 7 entries

Page 1

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.