Tamar H. Mogilski

Adviser/team AUM: $150,000,000

Move Details

Firm leaving MetLife Securities
Firm joining LPL Financial
Adviser(s) location

Rochester, NY

Date announced December 10, 2012
Transition date August 09, 2012
Source LPL Financial welcomes legacy financial planning to broker-dealer platform and private advisor group hybrid RIA

Latest Moves to LPL Financial

Adviser(s) Date announced
P. David SolimanMay 14, 2015
Lester P. Botkin, Sara B. Botkin, Lester H. BotkinMarch 23, 2015
John E. CarrollFebruary 09, 2015

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.