Paul Zambriski, Tyler Polson
| Adviser/team AUM | $290,000,000 |
|---|---|
| Firm joining | Wells Fargo Advisors |
| Firm leaving | Merrill Lynch, Pierce, Fenner & Smith Incorporated |
| Adviser(s) location | Torrance, CA |
| Date | June 30, 2017 |
Latest Moves to Wells Fargo Advisors
| Adviser(s) | Date |
|---|---|
| Doug Haskin | June 30, 2017 |
| Eric G. Johnson, Brooks Collins | June 30, 2017 |
| Ryan Bibler, Vince Finney, Myron Shaffer, and Joe Panfil | June 30, 2017 |
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
- • 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
