Scott Upham, Odette Galli, John Duffy
|Firm joining||Dynasty Financial Partners|
|Firm leaving||Ameriprise Financial|
|Adviser(s) location||Augusta, ME|
|Date||May 01, 2015|
Latest Moves to Dynasty Financial Partners
|Jason Bratt, David Nanson, Ashley Colvin||May 01, 2015|
|Ben Gordon, Laura Blair, Collin Hart||May 01, 2015|
|Frank Collins, Kim Lee Kenawell-Hoffecker||May 01, 2015|
Disclaimer: All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.
Firms Losing Advisers
- â€¢ Capital Financial Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Taylor Capital Management Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Calton & Associates, Inc.
- â€¢ Raymond James Financial Services, Inc.
- â€¢ World Equity Group, Inc.