Lisa Kern
Adviser/team AUM: $105,000,000
Move Details
| Firm leaving | Davenport |
| Firm joining | Wells Fargo Advisors |
| Adviser(s) location | Richmond, VA |
| Date announced | March 15, 2013 |
| Transition date | February 11, 2013 |
Latest Moves to Wells Fargo Advisors
| Adviser(s) | Date announced |
|---|---|
| Teresa M. Brokaw, Donald G. O'Neal, Trent J. O'Neal | April 25, 2013 |
| James P. Butler, James L. Butler, Neil Butler | April 25, 2013 |
| Richard Meadows, Paul Seifert, Micheal Fettig | April 23, 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.
Advertisement
Advertisement
@IN Wire
May 01 12:34PM
The emerging market next door, from @ReformedBroker. Today's Takeaway. http://t.co/9pA19G3A3m @newsfromIN
May 01 12:29PM
Federal financial aid form to recognize same-sex parents http://t.co/gtAfAW0SFP #DOMA next?
Most Watched Video
3:26Schorsch: Separating the REITs from the chaffNicholas Schorsch, American Realty Capital Properties
Upcoming Events
Wednesday, May 8
Conference: 2013 Retirement Income Summit
Tuesday, May 14




