Robert F. Halligan II
Adviser/team AUM: $115,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||LPL Financial|
La Mesa, CA
|Date||October 14, 2010|
Latest Moves to LPL Financial
|Charlie Strong, Shane Gaddy, Kelly Lee, Kyle Bochat||July 20, 2017|
|Michael Burke||June 28, 2017|
|Shaun Blakeslee||June 26, 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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Latest news & opinion
They will have to decide if the signing package they are being offered by LPL makes sense. A lot is hanging in the balance.
Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.
Because the S&P 500 has outperformed, convincing clients they need protection is a hard sell.
Sometimes it takes creativity, along with knowledge and outside help, to get a client out of a jam.
The deal, part of which is based on the advisers and revenue that eventually will move from NPH, could potentially cost LPL $448 million.