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 May 02, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Sam Oakley, Jon Lockmiller, Brian Dixon, Taylor Francis, Beverly HerbertNovember 08, 2017
Mark Lazar, John Bergerson, Morgan IrvinNovember 07, 2017
David KatzOctober 30, 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.

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