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 announced August 02, 2012
Transition date August 02, 2012
Source LPL Financial welcomes Advantage Financial Group to its platform

Latest Moves to LPL Financial

Adviser(s) Date announced
Timothy Aubin, Robert BrownJuly 21, 2015
Tom Weissenburger, David OlberdingJuly 14, 2015
Johnny Lang, Michael TaylorJune 25, 2015

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.