Karen E.B. Eldredge
|Firm joining||United Planners' Financial Services of America A Limited Partner|
|Firm leaving||LPL Financial LLC|
|Adviser(s) location||Scottsdale, AZ|
|Date||July 30, 2015|
Latest Moves to United Planners' Financial Services of America A Limited Partner
|Norman Trent Bradshaw||July 30, 2015|
|Derek Joseph Kesig||July 30, 2015|
|Michael Patrick Loftus||July 30, 2015|
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Firms Losing Advisers
- â€¢ FSC Securities Corporation
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Ameriprise Financial Services, Inc.
Firms Gaining Advisers
- â€¢ Cambridge Investment Research, Inc.
- â€¢ LPL Financial LLC
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Stifel, Nicolaus & Company, Incorporated