Chris Rogers, Steve Guthrie, Dana Ricker, David Mitchell
The Portland Harbor Group
Adviser/team AUM: $500,000,000
Gross annual production/TTM: $3,400,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Raymond James|
|Date announced||September 06, 2013|
|Transition date||June 20, 2013|
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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.
Dorothy Weaver Founder & CEO, Collins Capital