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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
Kenneth G. InghamMay 01, 2013
Tamar H. MogilskiDecember 10, 2012
Mark Cortazzo, Nicholas Spagnoletti Jr., Jay LaMalfa, Thomas MoyerNovember 13, 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.