Allison Barnard Montgomery
|Firm joining||LPL Financial LLC|
|Firm leaving||Cetera Investment Services LLC|
|Adviser(s) location||Madison, AL|
|Date||November 05, 2013|
Latest Moves to LPL Financial LLC
|Brian Gernant||November 05, 2013|
|Michael Keith Fyock Jr.||November 05, 2013|
|Patrick Vaughn||November 05, 2013|
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Firms Losing Advisers
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
- â€¢ Ameriprise Financial Services, Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Edward Jones
- â€¢ Calton & Associates, Inc.