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
Christopher J. CoburnSeptember 04, 2014
James W. McGuireSeptember 04, 2014
Michael J. GegenJune 20, 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.