Adviser/team AUM: $221,000,000
Gross annual production/TTM: $2,380,000
|Firm leaving||Raymond James|
|Firm joining||Morgan Stanley Wealth Management|
Los Gatos, CA
|Date announced||October 31, 2012|
|Transition date||October 26, 2012|
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.
Ranked by pre-tax earnings
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.