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
Mark J. Rhoades, George Livanos, Kelly Ward.December 06, 2016
Jarrod BiebelNovember 30, 2016
George D. Ewins, Richard J. Kowalski, Theresa Swett November 28, 2016

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