Neal McNeil III, Robert L. Meyer, Ryan Clive-Smith

Adviser/team AUM: $300,000,000

Latest Moves to LPL Financial

Adviser(s) Date announced
Douglas O'ConnellJune 30, 2016
Lisa RossiJune 28, 2016
Jaime Fukumae, Sally JermainJune 27, 2016

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.