Wealth Advisors of Tampa Bay
Adviser/team AUM: $100,000,000
|Firm leaving||Florida Investment Advisors|
|Firm joining||LPL Financial|
Tampa Bay, FL
|Date||April 18, 2012|
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.
Latest news & opinion
Here's what advisers should steer clear of saying the next time stocks turn downward.
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Advisers don't have to be experts to help special needs families get a jump on lifelong planning.
Companies and groups weighing in with comment letters have vastly different viewpoints on the delay's potential impact.