John Phillips, Darrell Jones, Scott Dickerson
Adviser/team AUM: $219,000,000
Gross annual production/TTM: $1,980,000
|Firm leaving||UBS Financial Services|
|Firm joining||Wells Fargo Advisors|
Salt Lake City, UT
|Date announced||October 09, 2013|
|Transition date||September 16, 2013|
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Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.