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
Craig A. Houck, Richard L. Schooley, Jr., Alyssa DonaldsonDecember 19, 2014
Robert D. Walsh, Travis C. Jaggers December 15, 2014
Erwin Bry, Terry Bry, Lori FugateDecember 12, 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.