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
|Frederick Harkins, Michelle Cortes-Harkins||February 11, 2019|
|Neil Hoyt, Rachel Roney, Jeffrey Klein, Sonnet Loftus and Paul Ahrens||January 14, 2019|
|Ursula Daley, Jordan Lewis||December 18, 2018|
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