Ursula Daley, Jordan Lewis
Daley Financial Partners
Adviser/team AUM: $325,000,000
Gross annual production/TTM: $1,770,000www.daleyfinancial.com
|Firm leaving||LPL Financial|
|Firm joining||Commonwealth Financial Network|
Oak Brook, IL
|Date||December 17, 2018|
Latest Moves to Commonwealth Financial Network
|Neil Hoyt, Rachel Roney, Jeffrey Klein, Sonnet Loftus and Paul Ahrens||January 14, 2019|
|Ursula Daley, Jordan Lewis||December 18, 2018|
|Matthew Siegel, Adam Zielinski||November 19, 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.
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