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 03, 2010
Transition date November 01, 2010
Source http://www.investmentnews.com/article/20110209/FREE/110209898

Latest Moves to Triad Advisors

Adviser(s) Date announced
Jason Connolly, Taylor Manry, Doug Everett, Adam WilsonFebruary 05, 2013
Ty Bernicke, Barry BernickeOctober 22, 2012
Simone Gladstone, Lynn CravinhoOctober 17, 2012

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

Apr 24 03:45PM
Clips From Today?s Halftime Report http://t.co/PuZb1iYJWq
Apr 24 03:37PM
New report raises issues over broker fee disclosures getting buried in complicated customer documents http://t.co/pfGe0F4nue

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