Christopher Hagen, Daniel Sloan
Adviser/team AUM: $180,000,000
|Firm leaving||Morgan Keegan|
|Firm joining||LPL Financial|
|Date||January 04, 2012|
Latest Moves to LPL Financial
|Ira Katz, Daniel McNicholas, John Scala, Bryce Wilinski||April 28, 2017|
|Susan Garbarino, Brent Kalka, Craig Tower, Curtis Wiedeman||March 31, 2017|
|Grant Ulrick||March 31, 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.
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Labor Secretary Alexander Acosta confirmed that the agency's fiduciary rule will become applicable on June 9. Find out what advisers and firms should know when it goes into effect.
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