Robert M. Eastmann, Joshua W. Beverly
Adviser/team AUM: $52,000,000
|Firm leaving||LPL Financial|
|Firm joining||Multi-Financial Securities|
Boca Raton, FL
|Date announced||July 31, 2012|
|Transition date||May 04, 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.
- Does Vanguard pose a threat to advisers?
- Under Finra proposal, brokerages will be forced to conduct background checks on new brokers
- Pressure mounts on advisers to lower fees
- Heartbleed threat may put American Funds' clients at risk
- Ketchum calls controversial automatic data collection key to catching rogue brokers
Explore your opportunities and be informed for your next move.
February 11, 2014