Richard Holton Ivester

Adviser/team AUM $38,000,000
Firm joining Waddell & Reed
Firm leaving KMS Financial Services, Inc.
Adviser(s) location Bothell, WA
Date April 12, 2019

Latest Moves to Waddell & Reed

Adviser(s) Date
Christopher Brian MankoffApril 12, 2019
Richard Holton IvesterApril 12, 2019
Michael Lewis VanderhoffApril 12, 2019
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