Roy Williams, Steve Linden

Adviser/team AUM: $550,000,000

Gross annual production/TTM: $6,000,000

Move Details

Firm leaving LPL Financial
Firm joining Triad Advisors
Adviser(s) location

Walnut Creek, CA

Date November 14, 2011
Source Nate Stibbs

Latest Moves to Triad Advisors

Adviser(s) Date announced
Brad Levin, David TracyMarch 16, 2017
Vincent MorrisFebruary 23, 2017
Daniel Head, Brian Dickey, Steven Witt, Barbara MillionJuly 29, 2016

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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