Timothy McKenna, Brian L. Smith, Timothy J. McKenna Jr., Bryan Laverman
Adviser/team AUM: $155,000,000
Gross annual production/TTM: $1,200,000www.hfpllc.com/new/harvestfinancialplanning/
|Firm joining||LPL Financial|
|Date||December 01, 2011|
Latest Moves to LPL Financial
|Marc Mrugala||August 04, 2017|
|Charlie Strong, Shane Gaddy, Kelly Lee, Kyle Bochat||July 20, 2017|
|Michael Burke||June 28, 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.
Being a successful investor requires the ability to say no and the capacity to suffer, according to Thomas Russo, managing member of Gardner Russo & Gardner.
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