Advantage Financial Group
Adviser/team AUM: $2,000,000,000
Gross annual production/TTM: $11,200,000
|Firm leaving||National Planning|
|Firm joining||LPL Financial|
Cedar Rapids, IA
|Date announced||August 02, 2012|
|Transition date||August 02, 2012|
|Source||LPL Financial welcomes Advantage Financial Group to its platform|
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.
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Explore your opportunities and be informed for your next move.
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.