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

Latest Moves to Triad Advisors

Adviser(s) Date announced
Brad Levin, David TracyMarch 16, 2017
Vincent MorrisFebruary 23, 2017
Daniel Head, Brian Dickey, Steven Witt, Barbara MillionJuly 29, 2016

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.