Adviser/team AUM: $115,000,000
Gross annual production/TTM: $1,000,000
|Firm leaving||Securities America|
|Firm joining||LPL Financial|
Granite Bay, CA
|Date announced||November 28, 2011|
|Transition date||November 28, 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.
The B-Ds with the largest portion of $100K-$499K producers
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Sandy Lincoln Managing Director and Chief Market Strategist, BMO Asset Management U.S.