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 announced November 16, 2011
Transition date November 14, 2011
Source Nate Stibbs

Latest Moves to Triad Advisors

Adviser(s) Date announced
Jason Connolly, Taylor Manry, Doug Everett, Adam WilsonFebruary 05, 2013
Ty Bernicke, Barry BernickeOctober 22, 2012
Simone Gladstone, Lynn CravinhoOctober 17, 2012

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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