Brad Williams, Andy Lipson, Murat Kaptanoglu, V. Conley Perry, Chris Demarest

Adviser/team AUM $275,000,000
Firm joining Independent Advisor Alliance
Firm leaving Ameriprise Financial
Adviser(s) location Raleigh, NC
Date June 14, 2017

Latest Moves to Independent Advisor Alliance

Adviser(s) Date
Karl Schmidtke, Jeff LehrerJune 14, 2017
Peter HeimermanJune 14, 2017
Kurt TrieboldJune 14, 2017
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