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
Lester P. Botkin, Sara B. Botkin, Lester H. BotkinMarch 23, 2015
John E. CarrollFebruary 09, 2015
Thomas A. BraunSeptember 22, 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.