Keith Douglas Haas
| Adviser/team AUM | $25,000,000 |
|---|---|
| Firm joining | LPL Financial LLC |
| Firm leaving | Investment Centers of America, Inc. |
| Adviser(s) location | Whitefish, MT |
| Date | November 29, 2017 |
Latest Moves to LPL Financial LLC
| Adviser(s) | Date |
|---|---|
| Blake Henry, Laurel Jackson Callaway | November 29, 2017 |
| Kenneth Small, Natalie Jump | November 29, 2017 |
| Thomas Quinn Ellis | November 29, 2017 |
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Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Ameriprise Financial Services, Inc.
Firms Gaining Advisers
- • Cambridge Investment Research, Inc.
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
