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 announced November 13, 2012
Transition date November 13, 2012

Latest Moves to LPL Financial

Adviser(s) Date announced
Sean A. SmalleyApril 11, 2014
Vladislav Krubich, Tony MayoFebruary 19, 2014
Michael A. RogersFebruary 04, 2014

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.

  @IN Wire

Jul 22 05:28PM
New ranking puts corporate stalwarts ahead of up-and-comers with the best 401(k)s http://t.co/ly5IZ5h0mQ
Jul 22 05:22PM
New ranking puts corporate stalwarts ahead of up-and-comers with the best 401(k)s: http://t.co/2A9l5hS5kU

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