Bruce Evans, William Pickens, John Templeton, Zack Vaughn
Adviser/team AUM: $464,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Benjamin F. Edwards & Co.|
|Date||March 06, 2017|
Latest Moves to Benjamin F. Edwards & Co.
|Bruce Evans, William Pickens, John Templeton, Zack Vaughn||March 06, 2017|
|Rick Faby||February 17, 2016|
|Mary Schulte, Thomas Cleland, Randy Sidio, Maurice Mathy||February 17, 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.
Commission accounts could be preferable for some clients, and advisers could be incentivized to move from employee broker-dealers to independent channels.
Latest news & opinion
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