Terry Colen

Adviser/team AUM $90,000,000
Firm joining Independent Advisor Alliance
Firm leaving CUNA Brokerage Services
Adviser(s) location Charlotte, NC
Date March 20, 2015

Latest Moves to Independent Advisor Alliance

Adviser(s) Date
Karl Schmidtke, Jeff LehrerMarch 20, 2015
Peter HeimermanMarch 20, 2015
Kurt TrieboldMarch 20, 2015
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