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
Joseph H. McAuley, Jr.April 14, 2014
Francis RocheMarch 18, 2014
Frederick Gollier, Michael Henning, Christopher WatersFebruary 10, 2014

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

Apr 18 12:57PM
What if we all Know Less Than we Think? http://t.co/sJ8SN0i9jC
Apr 18 12:56PM
On Wall St.: Can you characterize the culture at RBC Wealth Management? Taft: It?s Canadian. http://t.co/LkzL4JsTPH

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