David Rodrigo, Jason Goldberg
Goldberg and Rodrigo Financial Group
Adviser/team AUM: $101,000,000
Gross annual production/TTM: $900,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Raymond James|
Blue Ash, OH
|Date||November 15, 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.
Top advisers understand that they need to work outside the box and focus on generational reach. Susan Kay of MFS Fund Distributors, Inc. explains.
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