Kenneth Levin, Reina Schlager, Robert F. Schlager

Adviser/team AUM: $130,000,000

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

Move Details

Firm leaving Cambridge Investment Research
Firm joining J.W. Cole Financial
Adviser(s) location

Fort Myers, FL

Date announced December 06, 2010
Transition date December 06, 2010
Source Christine Baker

Latest Moves to J.W. Cole Financial

Adviser(s) Date announced
Sean Burr, John BrantSeptember 09, 2014
David Hays, Doug HughesSeptember 20, 2013
Douglas W. Jones, Melissa S. JonesJuly 10, 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.