Garth Ivey

Adviser/team AUM: $45,000,000

Gross annual production/TTM: $400,000

Move Details

Firm leaving Lincoln Financial
Firm joining Investacorp
Adviser(s) location

West Palm Beach, FL

Date announced December 02, 2013
Transition date November 29, 2013

Latest Moves to Investacorp

Adviser(s) Date announced
James Elliott, Dana Wright, Gregory FrankosMarch 19, 2014
Robert L. Chess, Robert L. HawkinsJanuary 24, 2014
Terry Vrieze, Jayme Bresnahan, Edward Modglin, Peter Rothamel, Vincent SturmDecember 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.

  @IN Wire

Apr 17 11:14PM
The three levels of community involvement and how they can pay off: http://t.co/tw1EwHtZUv
Apr 17 07:22PM
6 hugely important tax lessons our own @Darla_Mercado learned from the challenging 2013 tax season: http://t.co/Liea3mZgKW

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