Stephen R. Besse

Adviser/team AUM: $360,000,000

Gross annual production/TTM: $1,350,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Raymond James
Adviser(s) location

Walnut Creek, CA

Date announced May 12, 2014
Transition date May 02, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Bijan Mohseni, David TownsendOctober 07, 2015
Thomas Boyd, Margaret Boyd, James 'Beau' Boyd, Mitzi Rollins, Christopher GriffinOctober 01, 2015
Merry Lyn Bagwell, Scott Wicke September 23, 2015

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.