Adviser/team AUM: $45,000,000
Gross annual production/TTM: $400,000
|Firm leaving||Lincoln Financial|
West Palm Beach, FL
|Date announced||December 02, 2013|
|Transition date||November 29, 2013|
Latest Moves to Investacorp
|James Elliott, Dana Wright, Gregory Frankos||March 19, 2014|
|Robert L. Chess, Robert L. Hawkins||January 24, 2014|
|Terry Vrieze, Jayme Bresnahan, Edward Modglin, Peter Rothamel, Vincent Sturm||December 05, 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.
- Does Vanguard pose a threat to advisers?
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- Under Finra proposal, brokerages will be forced to conduct background checks on new brokers
- Average retiree health costs could overtake Social Security benefits
- After big TIAA-CREF-Nuveen deal, boomlet predicted in fund manager mergers
Explore your opportunities and be informed for your next move.
February 11, 2014
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews