Robert F. Halligan II

Adviser/team AUM: $115,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining LPL Financial
Adviser(s) location

La Mesa, CA

Date October 14, 2010
Source http://www.24-7pressrelease.com/press-release/summit-brokerage-services-welcomes-new-advisors-137674.php

Latest Moves to LPL Financial

Adviser(s) Date announced
Jim ForsythNovember 17, 2017
Jeffrey Lehrer, Karl SchmidtkeSeptember 27, 2017
Robert BaileySeptember 25, 2017

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.

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