Jim Clements

Adviser/team AUM: $100,000,000

Move Details

Firm leaving United Planners Financial Services of America
Firm joining Securities America
Adviser(s) location

Durango, CO

Date announced December 19, 2012
Transition date December 14, 2012

Latest Moves to Securities America

Adviser(s) Date announced
Scott Bordelon, Larry Lock, Steven HollisJuly 14, 2015
Marcos Andujar, Kristopher Beaulieu, Neil Van ZandtJuly 09, 2015
John F. Donovan May 29, 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.