Adviser/team AUM: $60,000,000
Gross annual production/TTM: $550,000
|Firm leaving||Walnut Street Securities|
|Firm joining||ING Financial Partners|
Fruitland Park, FL
|Date announced||September 26, 2013|
|Transition date||August 21, 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.
Independent B-Ds ranked by average assets per rep
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.