Level Four Group
Adviser/team AUM: $1,000,000,000
|Firm leaving||Lincoln Financial|
|Firm joining||LPL Financial|
|Date announced||November 13, 2012|
|Transition date||November 13, 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.
Independent B-Ds ranked by average assets per rep
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.