Gerber Kawasaki Wealth & Investment Management

Adviser/team AUM: $175,000,000

Move Details

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

Santa Monica, CA

Date announced October 24, 2012
Transition date October 22, 2012
Source http://www.prnewswire.com/news-releases/lpl-financial-welcomes-gerber-kawasaki-wealth--investment-management-to-broker-dealer-and-hybrid-ria-platforms-175587671.html

Latest Moves to LPL Financial

Adviser(s) Date announced
Sean A. SmalleyApril 11, 2014
Vladislav Krubich, Tony MayoFebruary 19, 2014
Michael A. RogersFebruary 04, 2014

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.

  @IN Wire

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