Angelo Talebi, Artin Bandari

Adviser/team AUM: $230,000,000

Gross annual production/TTM: $2,000,000

Move Details

Firm leaving LPL Financial
Firm joining Royal Alliance
Adviser(s) location

Beverly Hills, CA

Date announced November 21, 2012
Transition date November 16, 2012

Latest Moves to Royal Alliance

Adviser(s) Date announced
Guy Nicosia, Gerard Nicosia, John NicosiaNovember 07, 2013
Savage and AssociatesJuly 10, 2013
Sam Clark, James Davenport, Les BarberApril 08, 2013

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 23 08:43PM
The retail money fund houses are clearly happy. Fidelity: "a reasonable balance" Vanguard: "rules preserve integrity of money funds"
Jul 23 07:23PM
97% Consensus (File Under Stuff You Should Know By Now) http://t.co/lxiB2AqSi7

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