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 announced October 14, 2010
Transition 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
Sean A. SmalleyApril 11, 2014
Vladislav Krubich, Tony MayoFebruary 19, 2014
Michael A. RogersFebruary 04, 2014

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.

  @IN Wire

Jul 26 12:29PM
The Myth of the Passive Investor http://t.co/NtPg202Pez
Jul 26 09:50AM
Technology Must-Reads http://t.co/Rs946v0BHW

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by