Matt Lawson, William F. Winchester

Adviser/team AUM: $150,000,000

Move Details

Firm leaving LPL Financial
Firm joining Raymond James
Adviser(s) location

Chattanooga, TN

Date announced September 17, 2012
Transition date June 29, 2012

Latest Moves to Raymond James

Adviser(s) Date announced
Marta L. Shen, A.K. MashhoonFebruary 26, 2015
John Sedberry, Zachary Jones February 26, 2015
Samuel C. Gross, Joseph G. Brady, Tonya Ann RasmussenFebruary 20, 2015

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