Daniel Charles Macdonald
| Adviser/team AUM | $100,000,000 |
|---|---|
| Firm joining | TrustFirst |
| Firm leaving | Raymond James & Associates, Inc. |
| Adviser(s) location | Knoxville, TN |
| Date | July 31, 2015 |
Latest Moves to TrustFirst
| Adviser(s) | Date |
|---|---|
| Daniel Charles Macdonald | July 31, 2015 |
| John Lee Kennedy III | July 31, 2015 |
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Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Morgan Stanley
Firms Gaining Advisers
- • LPL Financial LLC
- • Cambridge Investment Research, Inc.
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
