Paul C. Allen, David Schadel

Wealth Strategies Partners

Adviser/team AUM: $200,000,000

Gross annual production/TTM: $1,400,000

Move Details

Firm leaving Wiley Bros.-Aintree Capital
Firm joining Raymond James
Adviser(s) location

Brentwood, TN

Date announced March 04, 2014
Transition date January 28, 2014

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.