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Mike Clancy, Brad Anderson, Steve Burch

Adviser/team AUM: $150,000,000

Gross annual production/TTM: $1,200,000

financialservicesinc.ubs.com/team/viewpointe/

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining UBS Financial Services
Adviser(s) location

Lake Oswego, OR

Date announced August 05, 2012
Transition date June 18, 2012

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