Neal McNeil III, Robert L. Meyer, Ryan Clive-Smith
Adviser/team AUM: $300,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||LPL Financial|
La Jolla, CA
|Date announced||March 12, 2012|
|Transition date||March 12, 2012|
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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.