Mark Elston, Dave Quinn, Jim Elston, Tiffany Del Santo
Adviser/team AUM: $185,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||LPL Financial|
|Date||October 15, 2012|
Latest Moves to LPL Financial
|Ira Katz, Daniel McNicholas, John Scala, Bryce Wilinski||April 28, 2017|
|Susan Garbarino, Brent Kalka, Craig Tower, Curtis Wiedeman||March 31, 2017|
|Grant Ulrick||March 31, 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.
The financial advice industry can learn from companies and countries that are well on their way to achieving 50/50 gender parity, according to Cara Williams, global wealth leader for the multinational client group at Mercer.
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