Charlotte Shaw, Gary Shaw
Shaw Financial Services
Adviser/team AUM: $360,000,000
|Firm leaving||Lincoln Financial|
|Firm joining||LPL Financial|
|Date||June 24, 2013|
Latest Moves to LPL Financial
|Marc Mrugala||August 04, 2017|
|Charlie Strong, Shane Gaddy, Kelly Lee, Kyle Bochat||July 20, 2017|
|Michael Burke||June 28, 2017|
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.
Latest news & opinion
Discount broker buying second-tier custodian for $275 million.
Market milestones keep falling like dominoes, with 51 records broken so far this year.
Kansas-based nVision Wealth will come under supervision of Chicago-based IHT Wealth Management.
Comparing a firm's pay to the competition can point out vast flaws.
Sure signs that clients may be on the way out the door.