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
Joseph Wirbick, Michael Zimmerman, Patrick CloonanMarch 09, 2012
Peter SagorskiAugust 31, 2011
Henry Livingston, Ryan McClellandApril 20, 2011

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.