Kevin Phillips
Adviser/team AUM: $105,000,000
Move Details
| Firm leaving | Wells Fargo Advisors |
| Firm joining | Robert W. Baird & Co. |
| Adviser(s) location | Lake Norman, NC |
| Date announced | February 26, 2013 |
| Transition date | February 15, 2013 |
Latest Moves to Robert W. Baird & Co.
| Adviser(s) | Date announced |
|---|---|
| Paul J. Donnelly | May 28, 2013 |
| Gerald D. Brennan, James R. Seidel, Lynn L. Kittelson | May 14, 2013 |
| Malcolm H. Liles, William N. Liles, Sherri A. Minunno | May 14, 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.
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@IN Wire
May 31 03:37PM
What are the 10 most expensive US cities? The percentage cost of living in number 1 may shock you http://t.co/dISqLjmxPn
May 31 03:24PM
RT @bespokeinvest There was also a Hindenburg Omen in August 2010. The S&P 500 is up 50%+ since then.
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