Mark W. Teed

Adviser/team AUM: $225,000,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Raymond James
Adviser(s) location

Springfield, MA

Date September 14, 2012

Latest Moves to Raymond James

Adviser(s) Date announced
John Houchin, James ErnstJuly 17, 2017
Brian HartzellJune 30, 2017
Bob SolanoJune 29, 2017

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.

Featured video

Events

What top advisers are doing to stay ahead of the curve

Top advisers understand that they need to work outside the box and focus on generational reach. Susan Kay of MFS Fund Distributors, Inc. explains.

Latest news & opinion

Jay Clayton says SEC, DOL can give market 'clarity' on fiduciary rule

Chief regulator is confident two agencies could reach 'common ground' on an investment advice standard across all accounts.

Vanguard winning at bond inflows, too

But iShares is strong competition.

Sen. Gary Peters brings broker background to work every day on Capitol Hill

Michigan Democrat resists ripping up DOL fiduciary rule but would be open to some changes.

DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

Principal has communicated that independent agents must change their business models to keep receiving compensation.

DOL fiduciary rule opponents want to push implementation back until 2019

ICI, Chamber of Commerce among groups asking for delay, while Democratic lawmakers call on DOL to keep to its earlier planned schedule of Jan. 1, 2018.