Lifetime Advisors Network

Adviser/team AUM: $120,000,000

Gross annual production/TTM: $1,000,000

Move Details

Firm leaving Woodbury Financial Services
Firm joining J.W. Cole Financial
Adviser(s) location

Vienna, IL

Date November 05, 2010

Latest Moves to J.W. Cole Financial

Adviser(s) Date announced
Sean Burr, John BrantAugust 04, 2014
David Hays, Doug HughesSeptember 17, 2013
Douglas W. Jones, Melissa S. JonesJuly 08, 2013

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.

Featured video

Events

Behavioral finance’s big innovations

What’s next for behavioral finance? Bernard Del Ray, the CEO and founder of Capital Preferences offers some unique ideas from the 2017 FPA Conference in Nashville.

Video Spotlight

The Search for Income

Sponsored by PGIM Investments

Recommended Video

Path to growth

Latest news & opinion

How adviser salaries stack up to other jobs

Median compensation hovers just under $100,000 on the low end and reaches nearly $300,000 for bosses.

Finra ranking brokers in effort to crack down on industry's bad apples

All 634.403 reps have been ranked based on factors such as prior regulatory disclosures, disciplinary actions and employment history.

How to save retirement planning from tax reform

Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.

Advice firms in a tricky financial position

As revenue growth dips and salaries rise, nearly 90% of firms are at or near capacity.

In a turnaround, Wells Fargo Advisors sees slight bump in headcount

Racked by a scandal in its retail banking unit, Wells still managed to add 37 new advisers in the third quarter, a small number but an improvement nonetheless.