James Elliott, Dana Wright, Gregory Frankos

Adviser/team AUM $68,000,000
Firm joining Investacorp
Firm leaving LPL Financial
Adviser(s) location Bel Air, MD
Date March 18, 2014

Latest Moves to Investacorp

Adviser(s) Date
Michael Nobile, Scott Hinchey, Michael McCabe, David TauberMarch 18, 2014
Keith E. SingerMarch 18, 2014
Michael Fornasier, John Petraglia, Linda VenturaMarch 18, 2014

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