Robert Duncan, Bradley Newman, Zachary Breverman

Adviser/team AUM $400,000,000
Firm joining Wells Fargo Advisors
Firm leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adviser(s) location Agoura Hills, CA
Date July 26, 2016

Latest Moves to Wells Fargo Advisors

Adviser(s) Date
Doug HaskinJuly 26, 2016
Eric G. Johnson, Brooks CollinsJuly 26, 2016
Ryan Bibler, Vince Finney, Myron Shaffer, and Joe PanfilJuly 26, 2016

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