Advantage Financial Group

Adviser/team AUM: $2,000,000,000

Gross annual production/TTM: $11,200,000

Move Details

Firm leaving National Planning
Firm joining LPL Financial
Adviser(s) location

Cedar Rapids, IA

Date August 02, 2012
Source LPL Financial welcomes Advantage Financial Group to its platform

Latest Moves to LPL Financial

Adviser(s) Date announced
John Osterberg, Chad Pannell, Philip Lee, Taylor BryantJune 21, 2016
Eric P. BurtonMay 17, 2016
Luisa EhrigMay 09, 2016

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.