Adviser/team AUM: $1,200,000,000
|Firm leaving||LPL Financial|
|Date announced||November 07, 2012|
|Transition date||November 06, 2012|
Latest Moves to Fidelity
|Waldron Group||November 07, 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.
Explore your opportunities and be informed for your next move.
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews
February 11, 2014