Levi McMellian

CFO4Life

Adviser/team AUM: $800,000,000

Move Details

Firm leaving CFO4Life
Firm joining Focus Financial Partners
Adviser(s) location

Coppell, TX

Date February 07, 2017

Latest Moves to Focus Financial Partners

Adviser(s) Date announced
Levi McMellianFebruary 07, 2017
David WaddellApril 11, 2016
Nathan Kubik, David Kubik, Craig CarnickApril 01, 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.

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