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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.
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| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Sam Clark, James Davenport, Les Barber | Royal Alliance | Lincoln Financial | $300 | 04-08-2013 |
| Sherri Stansbury, Carey Stansbury | Royal Alliance | Next Financial | $235 | 12-14-2012 |
| Matthew Hanshaw, Taylor Ranker, Alfred Varano | Royal Alliance | National Planning | $325 | 11-21-2012 |
| Angelo Talebi, Artin Bandari | Royal Alliance | LPL Financial | $230 | 11-21-2012 |
| Kennedy Crossnan, William Brancucci | Royal Alliance | MetLife Securities | $100 | 12-02-2011 |
Showing 1 to 5 of 5 entries
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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.