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
Thomas A. BraunSeptember 22, 2014
Sean A. SmalleyApril 11, 2014
Vladislav Krubich, Tony MayoFebruary 19, 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.