Adviser/team AUM: $100,000,000
|Firm leaving||United Planners Financial Services of America|
|Firm joining||Securities America|
|Date announced||December 19, 2012|
|Transition date||December 14, 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.
Firms with the largest portion of $500K+ producers
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.