Level Four Group

Adviser/team AUM: $1,000,000,000

Move Details

Firm leaving Lincoln Financial
Firm joining LPL Financial
Adviser(s) location

Plano, TX

Date November 13, 2012

Latest Moves to LPL Financial

Adviser(s) Date announced
Douglas O'ConnellJune 30, 2016
Lisa RossiJune 28, 2016
Jaime Fukumae, Sally JermainJune 27, 2016

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.