Adviser/team AUM: $110,000,000
Gross annual production/TTM: $880,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Raymond James|
|Date||December 06, 2013|
Latest Moves to Raymond James
|Wayne Green, Theresa Green||September 21, 2017|
|Leonard Alsfeld, Leo Barros, Chris McLaughlin, Jannie Markey||September 18, 2017|
|W. Bowen McRae, Roger Sullivan, Kyle Hawthorne||September 05, 2017|
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.
Latest news & opinion
Comparing a firm's pay to the competition can point out vast flaws.
Sure signs that clients may be on the way out the door.
Flows to advisory accounts, while still higher than the start of 2016, dropped off more than 20% from Q2 and were the lowest in a year.
Median compensation hovers just under $100,000 on the low end and reaches nearly $300,000 for bosses.
All 634.403 reps have been ranked based on factors such as prior regulatory disclosures, disciplinary actions and employment history.