Bob Carson, Don Hannahs, Tim Kvech, Larry Briskin

Adviser/team AUM: $600,000,000

Move Details

Firm leaving Lincoln Financial
Firm joining Triad Advisors
Adviser(s) location

Fulton, MD

Date announced November 01, 2010
Transition date November 01, 2010
Source http://www.investmentnews.com/article/20110209/FREE/110209898

Latest Moves to Triad Advisors

Adviser(s) Date announced
Michael Eddy, Chris Eddy, Tony PalazzoSeptember 23, 2015
Brian P. BeckNovember 05, 2014
Dan E. Wagner, Jr.May 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.