Jake Murray, Mike Canavan, Jill Phillips

Adviser/team AUM $185,000,000
Firm joining LPL Financial LLC
Firm leaving Waddell & Reed Financial Advisors
Adviser(s) location Salt Lake City, UT
Date May 23, 2019

Latest Moves to LPL Financial LLC

Adviser(s) Date
J.R. FrenzelMay 23, 2019
Chintan Hariprakash ShuklaMay 23, 2019
Jake Murray, Mike Canavan, Jill PhillipsMay 23, 2019
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