Adviser/team AUM: $200,000,000
Gross annual production/TTM: $2,000,000
|Firm leaving||Pure Financial Advisors|
|Firm joining||Canter Strategic Wealth Management|
San Diego, CA
|Date||January 03, 2019|
Latest Moves to Canter Strategic Wealth Management
|Michael Bernier||January 18, 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.
Advisers can help with curriculum if they don't have the bandwidth to visit classrooms.
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