Hal A. Lambert, Jeffrey D. Wildin

Adviser/team AUM $1,000,000
Firm joining Dynasty Financial Partners
Firm leaving Credit Suisse Wealth Services
Adviser(s) location Fort Worth, TX
Date November 04, 2013

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinNovember 04, 2013
Ben Gordon, Laura Blair, Collin HartNovember 04, 2013
Frank Collins, Kim Lee Kenawell-HoffeckerNovember 04, 2013
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