Kenneth Levy, Corey N. Daniel and Dudley McGee
Levy, Daniel and McGee Wealth Management
Adviser/team AUM: $200,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||LPL Financial|
Lodi , CA
|Date||November 14, 2018|
Latest Moves to LPL Financial
|Greg Spicer||December 18, 2018|
|Steve Pollock, Jane Rocks, Robert Litwin, Tom Becker and Michael Schneider||December 06, 2018|
|Tom Quirk||December 04, 2018|
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.
Senior columnist Bruce Kelly discusses with deputy editor Bob Hordt the impact of big brokerage houses pulling back on recruiting and regionals promising recruits less bureaucracy.
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