Filters
Active Date Adviser(s) Team name Linkedin profile Adviser(s) phone Adviser(s) e-mail AUM ($M) Gross annual production/Trailing-twelve months ($M) Firm leaving Firm joining City State Custodian (if applicable) Company/team website (include http://) Branch Manager Transition date Source name Source URL Summary Contact name Contact phone number Contact e-mail Adviser/team headshot (hi-res .jpg) Submission type GUID
104-08-2013Sam Clark, James Davenport, Les BarberN/AN/AN/AN/A$300N/ALincoln FinancialRoyal AllianceSalt Lake CityUTN/AN/AN/A2013-03-06N/AN/AN/ALinda MalamutN/Alinda.malamut@aig.comN/AUser-submitted2013-04-12-Sam-Clark-James-Davenport-Les-BarberN/A
104-08-2013Robert Iocco, Francis CiocariN/AN/AN/AN/A$200N/ABank of America Merrill LynchMorgan Stanley Smith BarneyBlue BellPAN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-Robert-Iocco-Francis-CiocariN/A
104-08-2013William Seabrook, Kathleen ChiapponeN/AN/AN/AN/A$180N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyOrlandoFLN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-William-Seabrook-Kathleen-ChiapponeN/A
104-08-2013Paul D. Emrick, Troy Hottenstein, Scott HollandN/AN/AN/AN/A$400N/AJ.P. Morgan Securities LLCMorgan Stanley Smith BarneyPhiladelphiaPAN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-Paul-Emrick-Troy-Hottenstein-Scott-HollandN/A
104-08-2013Gaston Abello, Felix JaimovichN/AN/AN/AN/A$165N/ABank of America Merrill LynchMorgan Stanley Smith BarneyAventuraFLN/AN/AN/A2013-04-05N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-08-Gaston-Abello-Felix-JaimovichN/A
103-28-2013Russel Sherred, Pamela Pasterick, Ken Kuska, Kathleen Corrales, Matthew LawrenceN/AN/AN/AN/A$380N/AMorgan Stanley Smith BarneyRBC Wealth ManagementPittsburghPAN/AN/AN/A2013-02-28N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-05-Russell-Sherred-Pamela-Pasterick-Ken-Kuska-Kathleen-Corrales-Mathew-LawrenceN/A
104-03-2013David StrulowitzN/AN/AN/AN/A$50N/AForum Financial Management LLCCeteraSkokieILN/AN/AN/A2013-04-04N/AN/AN/AJayson HronN/Ajayson.hron@cetera.comN/AUser-submitted2013-04-04-David-StrulowitzN/A
104-03-2013Edward Rosenberg, Robert RosenbergN/AN/AN/AN/A$50N/AWaddell and ReedSummit Brokerage ServicesSarasotaFLN/AN/AN/A2013-03-25N/AN/AN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted2013-04-04-Edward-Rosenberg-Robert-Rosenberg
104-03-2013Jerome RepovzN/AN/AN/AN/A$55N/ASecurities AmericaSummit Brokerage ServicesBrightonMIN/AN/AN/A2012-12-10N/AN/AN/AMindy ClappN/Amclapp@summitbrokerage.comN/AUser-submitted2013-04-04-Jerome-RepovzN/A
104-02-2013John Russo, Jerry West, Robert Schlueter, James MaherArchford Capital StrategiesN/AN/AN/A$420N/ABank of America Merrill LynchDynasty Financial PartnersSt. LouisMON/AN/AN/A2013-03-28N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-02-Archford-Capital-StrategiesN/A
104-02-2013David Gordon, Kirsten GordonGordon Financial GroupN/AN/AN/A$300N/AWells Fargo AdvisorsMorgan Stanley Smith BarneyRiverwoodsILN/AN/AN/A2013-03-28N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-02-Gordon-Financial-GroupN/A
104-02-2013Mark Pentella, Jessica Palmer N/AN/AN/AN/A$125N/ABank of America Merrill LynchMorgan Stanley Smith BarneyAkronOHN/AN/AN/A2013-03-22N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-04-02-Mark-PentellaN/A
104-02-2013Stephen Shipley, Jay RubottomN/AN/AN/AN/A$121N/AMorgan Stanley Smith BarneyProspera Financial ServicesIrvingTXN/AN/AN/A2013-03-28N/AN/AN/AGrecha Stephens972.581.3032grecha.stephens@prosperafinancial.comN/AUser-submitted2013-04-02-Stephen-Shipley-Jay-RubottomN/A
103-28-2013Roger W HarringtonN/AN/AN/AN/A$65N/AMorgan Stanley Smith BarneyWilliams Financial GroupDallasTXN/AN/AN/A2013-03-22N/AN/AN/AN/AN/AN/AN/AInvestmentNews2013-03-28-Roger-HarringtonN/A
103-15-2013Cynthia M. Boyle, D. Jordan Josey, John N. BoyleN/AN/AN/AN/A$125N/ARaymond JamesWells Fargo AdvisorsLandrumSCN/AN/AN/A2013-02-15N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Cynthia-Boyle-Jordan-Josey-John-BoyleN/A
103-15-2013Sid Martin, Steve Clark, Wes KaufmanN/AN/AN/AN/A$689N/ABank of America Merrill LynchWells Fargo AdvisorsRichmondVAN/AN/AN/A2013-02-22N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Sid-Martin-Steve-Clark-Wes-KaufmanN/A
103-15-2013Evan Meltzer. Edward Hill, Philip MeltzerN/AN/AN/AN/A$400N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsKingstonNYN/AN/AN/A2013-03-05N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Evan-Meltzer-Edward-Hill-Philip-MeltzerN/A
103-15-2013Eric Whipple, Stephen CooperCooper GroupN/AN/AN/A$195N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsTroyMIN/AN/AN/A2013-03-08N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Eric-Whipple-Stephen-CooperN/A
103-15-2013Richard PowellN/AN/AN/AN/A$176N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsTroyMIN/AN/AN/A2013-02-15N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Richard-PowellN/A
103-15-2013Geoffrey Silver, Sybil Fields, Adena SmithFields, Silver, Smith GroupN/AN/AN/A$950N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsBeverly HillsCAN/AN/AN/A2013-02-15N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Geoffrey-Silver-Sybil-Fields-Adena-SmithN/A
103-15-2013Lisa KernN/AN/AN/AN/A$105N/ADavenportWells Fargo AdvisorsRichmondVAN/AN/AN/A2013-02-11N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-lisa-KernN/A
103-15-2013John DeLuca, John FabrisThe Alliance GroupN/AN/AN/A$245N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsGarden CityNYN/AN/AN/A2013-01-25N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-John-DeLuca-John-FabrisN/A
103-15-2013Lisa Turner, Micheal MurrowN/AN/AN/AN/A$108N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsSalemORN/AN/AN/A2013-01-18N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Lisa-Turner-Michael-MorrowN/A
103-15-2013Lawrence SchwartzN/AN/AN/AN/A$106N/AMorgan Stanley Smith BarneyWells Fargo AdvisorsAlbuquerqueNMN/AN/AN/A2013-02-08N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Lawrence-SchwartzN/A
103-15-2013Paul Martin, Alfred Pasaoa, Michael RowlandThe Martin GroupN/AN/AN/A$267N/ABank of America Merrill LynchWells Fargo AdvisorsPleasontonCAN/AN/AN/A2013-01-11N/AN/AN/AErica VanrossN/Aerica.vanross@wellsfargoadvisors.comN/AUser-submitted2013-03-15-Paul-Martin-Alfred-Pasaoa-Michael-RowlandN/A
« Previous PageNext Page »

Showing 51 to 75 of 944 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15