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 announced||December 01, 2011|
|Transition date||December 01, 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.
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Explore your opportunities and be informed for your next move.
February 11, 2014
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews