Robert A. Leggett, James B. Tharin, Clint W. Sorenson

Emerald Asset Management

Adviser/team AUM: $200,000,000

Gross annual production/TTM: $1,900,000

Move Details

Firm leaving Wells Fargo Advisors; UBS Financial Services
Firm joining Raymond James
Adviser(s) location

Cary, NC

Date May 14, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Alan LazzaraMay 23, 2016
Robert Phinney, Graham Goodwin,and Richard Byrd IIIMay 17, 2016
Kristy McGee, Jennifer DayoubApril 18, 2016

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.