Capstone Affluent Strategies

Adviser/team AUM: $450,000,000

Move Details

Firm leaving Prudential Financial
Firm joining LPL Financial
Adviser(s) location

Newport Beach, CA

Date announced October 17, 2012
Transition date October 17, 2012

Latest Moves to LPL Financial

Adviser(s) Date announced
John CordeiroAugust 24, 2015
Michael PalaceAugust 11, 2015
Timothy Aubin, Robert BrownJuly 21, 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.