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 23 04:44PM
New risk factor IDed for advisers helping clients save for retirement: the person's earnings potential, career path http://t.co/HiALlzCsg1
Apr 23 04:39PM
Indie broker-dealers on the rise - The 10 fastest-growing independent broker-dealers http://t.co/a5X7waIax8

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