Robert Wallace, Jacyne Woodcox, William McCall

Adviser/team AUM: $129,000,000

Move Details

Firm leaving Sterne Agee & Leach
Firm joining Ameriprise Financial
Adviser(s) location

Knoxville, TN

Date announced June 13, 2014
Transition date January 15, 2014

Latest Moves to Ameriprise Financial

Adviser(s) Date announced
John PoultonJuly 18, 2014
Christopher KnustJuly 18, 2014
Gary BaumgartnerJune 13, 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.

  @IN Wire

Jul 22 05:28PM
New ranking puts corporate stalwarts ahead of up-and-comers with the best 401(k)s http://t.co/ly5IZ5h0mQ
Jul 22 05:22PM
New ranking puts corporate stalwarts ahead of up-and-comers with the best 401(k)s: http://t.co/2A9l5hS5kU

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