George P. Fraser, Frederic W. Amberg, Troy W. Haugen

Adviser/team AUM: $300,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining LPL Financial
Adviser(s) location

San Diego, CA

Date announced September 28, 2011
Transition date September 28, 2011
Source http://www.joinprospera.com

Latest Moves to LPL Financial

Adviser(s) Date announced
P. David SolimanMay 14, 2015
Lester P. Botkin, Sara B. Botkin, Lester H. BotkinMarch 23, 2015
John E. CarrollFebruary 09, 2015

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.