George P. Fraser, Frederic W. Amberg, Troy W. Haugen
Adviser/team AUM: $300,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||LPL Financial|
San Diego, CA
|Date||September 28, 2011|
Latest Moves to LPL Financial
|Charlie Strong, Shane Gaddy, Kelly Lee, Kyle Bochat||July 20, 2017|
|Ira Katz, Daniel McNicholas, John Scala, Bryce Wilinski||April 28, 2017|
|Tom Herbruck||April 03, 2017|
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.
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