Jim Galante, Michael Lambrix, Jeremy Laub
Adviser/team AUM: $250,000,000
|Firm leaving||SII Investments|
|Firm joining||Commonwealth Financial Network|
San Diego, CA
|Date announced||January 18, 2013|
|Transition date||January 18, 2013|
Latest Moves to Commonwealth Financial Network
|Lou Ingargiola, Sean McAndrew||January 28, 2013|
|Robert Ellis, Joseph Ellis, Joshua Britt, Aaron Mabon, Summer Parmer||January 28, 2013|
|Jim Galante, Michael Lambrix, Jeremy Laub||January 18, 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.