Filters

Gross annual production/Trailing-twelve months ($M)

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 Notes
106-07-2013The Bishoff Financial GroupN/AN/AN/AN/A$130$0LPL FinancialProspera Financial ServicesWorthingtonOHN/AN/AN/A2013-06-03N/AN/AN/AGrecha Stephens972-581-3032grecha.stephens@prosperafinancial.comN/AUser-submitted2013-06-07-Bishoff-Financial-GroupN/A
105-14-2013Tricia GunterN/AN/AN/AN/A$51$0LPL FinancialWaddell and ReedAlbuquerqueNMN/AN/AN/A2013-04-12N/AN/AN/ARoger Hoadley913-236-1993N/AN/AInvestmentNews2013-05-15-Tricia-Gunter N/A
104-29-2013Norman G. HowarthN/AN/AN/AN/A$195$0LPL FinancialAmeriprise FinancialCharlestownMAN/AN/AN/A2013-04-25N/AN/AN/AChris L. Reese612-678-5410chris.l.reese@ampf.comN/AUser-submitted2013-04-29-Norman-G-HowarthN/A
108-23-2012John CartolanoN/AN/AN/AN/A$200$0LPL FinancialAmeriprise FinancialScottsdaleAZN/AN/AN/A2012-08-17N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120823-John-CartolanoN/A
108-21-2012James Marchesi and AssociatesN/AN/AN/AN/A$115$0LPL FinancialAmeriprise FinancialChesterNJN/AN/AN/A2012-08-17N/AN/AN/AChris L. Reese612.678.5410chris.l.reese@ampf.comN/AUser-submitted20120821-James-Marchesi-and-AssociatesN/A
103-22-2012Keith SomersN/AN/AN/AN/A$51$0LPL FinancialAmeriprise FinancialStratfordCTN/AN/AN/A2012-01-13N/AN/AN/AChris ReeseN/Achris.l.reese@ampf.comN/AUser-submitted20120322-Keith-SomersN/A
103-22-2012Michele ColarussoN/AN/AN/AN/A$65$0LPL FinancialAmeriprise FinancialHopkintonMAN/AN/AN/A2012-03-16N/Ahttp://online.wsj.com/article/BT-CO-20100126-713497.htmlN/AChris ReeseN/AChris.L.Reese@ampf.comN/AUser-submitted20120322-Michele-ColarussoN/A
111-01-2010Greg VandergriftN/AN/AN/AN/A$70$0LPL FinancialAmeriprise FinancialOrlandoFLN/AN/AN/A2010-11-01N/Ahttp://www.reuters.com/article/idUSN0626795620100506N/AN/AN/AN/AN/AInvestmentNews20101101-Greg-VandergriftN/A
101-28-2013Lou Ingargiola, Sean McAndrewIngargiola Wealth Management GroupN/AN/AN/A$70$0LPL FinancialCommonwealth Financial NetworkDunmorePAN/AN/AN/A2012-11-15N/AN/AN/AJacquelyn Marchard781-902-9584jmarchand@commonwealth.comN/AUser-submitted2013-01-28-Ingargiola-McAndrewN/A
101-28-2013Robert Ellis, Joseph Ellis, Joshua Britt, Aaron Mabon, Summer ParmerEllis & Ellis Investment ManagementN/AN/AN/A$150$0LPL FinancialCommonwealth Financial NetworkLaGrangeGAN/AN/AN/A2012-11-15N/AN/AN/AJacquelyn Marchard781-902-9584jmarchand@commonwealth.comN/AUser-submitted2013-01-28-Ellis-Britt-Mabon-ParmerN/A
107-30-2012Bryan Chew, Michael Takayama, Anita Fong-Chao, Eugene Hsu, Daryl WongParagon Financial ServicesN/AN/AN/A$100$0LPL FinancialCommonwealth Financial NetworkSacramentoCAN/AN/AN/A2012-07-24Commonwealth Adds More Than $100 Million in New Advisor Assetshttp://www.commonwealth.com/company/news/062711-commonwealth_adds_more_than_400_million_dollars_in_new_advisor_assets.aspN/AEmily Guadagnoli7817367980 ext. 9639eguadagnoli@commonwealth.comN/AUser-submitted20120730-Bryan-Chew-Michael-Takayama-Anita-Fong-Chao-Eugene-Hsu-Daryl-WongN/A
111-07-2012Waldron GroupN/AN/AN/AN/A$1,200$0LPL FinancialFidelityBridgevillePAN/AN/AN/A2012-11-06N/AN/AN/ARIAbiz dotcom858-450-9606info@www.riabiz.comN/AUser-submitted20121107-Waldron-GroupN/A
103-01-2012John Marshall, Lynn Goldney, Dan Sickles, Sean GoldneyN/AN/AN/AN/A$150$0LPL FinancialFinancial Network InvestmentLake Havasu CityAZN/AN/ADon Larkin2012-03-01N/Ahttp://www.reuters.com/article/2012/03/08/ubsfinancial-idUSL2E8E5ACC20120308N/AN/AN/AN/AN/AInvestmentNews20120301-John-Marshall-Lynn-Goldney-Dan-Sickles-Sean-GoldneyN/A
109-14-2012Eric Burton, Ronald WhittinghamN/AN/AN/AN/A$250$4LPL FinancialFSC SecuritiesTinley ParkILN/AN/AN/A2012-09-14N/AN/AN/ALinda Malamut3107726533lmalamut@safg.comN/AUser-submitted20120914-Eric-Burton-Ronald-WhittinghamN/A
106-02-2011Patrick BarrettN/AN/AN/AN/A$57$0LPL FinancialFusion Advisor NetworkAnacortesWAN/AN/AN/A2011-06-02N/Ahttp://fusionadvisornetwork.com/N/AN/AN/AN/AN/AInvestmentNews20110602-Patrick-BarrettN/A
112-12-2011Scott WoodringN/AN/AN/AN/A$60$0LPL FinancialGirard SecuritiesTorranceCAN/AN/AN/A2011-12-12N/AN/AN/AN/AN/AN/AN/AInvestmentNews20111212-Scott-WoodringN/A
111-16-2010Marc BartonN/AN/AN/AN/A$25$0LPL FinancialInvestors CapitalFresnoCAN/AN/AN/A2010-11-16N/AN/AN/AN/AN/AN/AN/AInvestmentNews20101116-Marc-BartonN/A
111-23-2009James CrossonN/AN/AN/AN/A$115$0LPL FinancialInvestors CapitalN/AN/AN/AN/AN/A2009-11-23BusinessWirehttp://www.businesswire.com/portal/site/home/permalink/?ndmViewId=news_view&newsId=20091123006054&newsLang=enN/AJames CrossonN/Ajames.crosson@investorscapital.comN/AUser-submitted20091123-James-CrossonN/A
108-31-2011Peter SagorskiN/AN/AN/AN/A$60$0LPL FinancialJ.W. Cole FinancialBaltimoreMDN/AN/AN/A2011-08-30J.W. Cole Financialhttp://www.reuters.com/article/idUSN1917036320101119N/AMike DriskellN/Amike.driskell@jw-cole.comN/AUser-submitted20110831-Peter-SagorskiN/A
108-20-2012Mark RalstonN/AN/AN/AN/A$143$2LPL FinancialMorgan Stanley Smith BarneyWichitaKSN/AN/AJohn Dunlop2012-07-27N/AN/AN/AChristine Jockle914 225-6827 Christine.Jockle@morganstanley.comN/AUser-submitted20120820-Mark-RalstonN/A
111-22-2011Philip NobleN/AN/AN/AN/A$116$0LPL FinancialMorgan Stanley Smith BarneyToledoOHN/AN/AN/A2011-11-22N/Ahttp://online.wsj.com/article/BT-CO-20100618-708205.html?mod=WSJ_latestheadlinesN/AN/AN/AN/AN/AInvestmentNews20111122-Philip-NobleN/A
112-04-2012Nathan RunningN/AN/AN/AN/A$88$0LPL FinancialMulti-Financial SecuritiesMinnetonkaMNN/AN/AN/A2012-08-10N/AN/AN/AJayson Hron320.529.4506jayson.hron@cetera.comN/AUser-submitted20121204-Nathan-RunningN/A
107-31-2012Robert M. Eastmann, Joshua W. BeverlyN/AN/AN/AN/A$52$0LPL FinancialMulti-Financial SecuritiesBoca RatonFLN/AN/AN/A2012-05-04N/AN/AN/ARobert M. Eastmann(561) 862-0771reastman@bellsouth.netN/AUser-submitted20120731-Robert-M-Eastmann-Joshua-W-BeverlyN/A
101-04-2011Robert BennieN/AN/AN/AN/A$89$0LPL FinancialProspera Financial ServicesN/AN/AN/AN/AN/A2011-01-04Propsera Financial Serviceshttp://www.prosperafinancial.comN/AGrecha StephensN/Agrecha.stephens@prosperafinancial.comN/AUser-submitted20110104-Robert-BennieN/A
112-06-2012Tony Fusco, Kevin Fusco, David Matthews, Steven Moore, Donna Childress, Michelle Dumler, Ascenza DiFerdinandoFusco Financial AssociatesN/AN/AN/A$230$0LPL FinancialRaymond JamesTowsonMDN/AN/AN/A2012-11-15N/AN/AN/AN/AN/AN/AN/AInvestmentNews20121206-Fusco-Financial-AssociatesN/A
Next Page »

Showing 1 to 25 of 41 entries

Page 1 | 2