Adviser/team AUM: $400,000,000
Gross annual production/TTM: $4,000,000
|Firm leaving||Bank of America Merrill Lynch|
|Firm joining||Morgan Stanley Wealth Management|
Baton Rouge, LA
|Date announced||May 29, 2012|
|Transition date||May 25, 2012|
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.
The B-Ds with the largest portion of $100K-$499K producers
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.