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 announced May 14, 2014
Transition date May 14, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Kenneth Compton, Susan Buchanon, Carl Salvato, Aileen AquiAugust 29, 2014
Robert A. ClaysonAugust 29, 2014
James L. Switzer, Eric M. CobbAugust 25, 2014

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