Bill Pickles, Michael Pickles, Jim Feist, JB Wilson, Brad Berger, Andy Vernon
Cornerstone Financial Strategies
Adviser/team AUM: $217,000,000
|Firm leaving||LPL Financial|
|Firm joining||Ameriprise Financial|
|Date||October 26, 2018|
Latest Moves to Ameriprise Financial
|George Vilfordi III, Aaron Vilfordi, Alex Vilfordi and Adam Vilfordi||February 12, 2019|
|Calvin R. Kong||February 08, 2019|
|Sean Riley||January 10, 2019|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
Sponsored by Schwab Advisor Services
Latest news & opinion
These next-generation leaders are raising their voices and gaining influence over financial advice regulation and legislation.
Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.
These are the top-paying jobs in the U.S., according to Glassdoor.
He pleaded guilty to securities fraud in 2017; charged clients excessive commissions.
Some individuals' benefits will begin automatically; others have to take action.