Gary Deese
Adviser/team AUM: $92,000,000
Move Details
| Firm leaving | Edward Jones |
| Firm joining | LPL Financial |
| Adviser(s) location | Lexington, SC |
| Date | November 28, 2011 |
| Source | http://www.reuters.com/article/2011/11/18/lpl-ubs-hires-idUSN1E7AG0DM20111118 |
Latest Moves to LPL Financial
| Adviser(s) | Date announced |
|---|---|
| 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.
Featured video
The business case for hiring NextGen talent
Firms hiring nextgen talent have reaped the benefits from greater productivity to revenue growth. Clearly, there's a business case to be made for hiring millennials. Kate Healy of TD Ameritrade breaks it down.
Latest news & opinion
Retirement planning for women
Longer lifespans and lower savings require creative income strategies.
Sean Spicer resigns as press secretary after Anthony Scaramucci is appointed communications director
Scaramucci is known as an ardent foe of the DOL fiduciary rule, having said during the campaign that Trump would repeal it .
Redoing the math on a 4% retirement withdrawal rate
Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough.
House panel passes bill to replace DOL fiduciary rule with one requiring disclosure of conflicts
Measure likely to continue in partisan advance in House, but could stall in Senate.
