From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 10, 2016, advisors Richard Frankel and Shawn Patt left Morgan Stanley Wealth Management to join RBC Wealth Management in Beverly Hills, California. The team has $507 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 15, 2016, advisors Carmen Cercone, Kyle Richardson, Thomas Lundgaard, Tyler Brilinski, and James Bruce left SII Investments to join Kestra Financial in Scottsdale, Arizona. The team has $700 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 18, 2016, advisor Ron Carson left LPL Financial to join Cetera in Omaha, Nebraska. Mr. Carson has $2.6 billion in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 21, 2016, advisors Craig Decker and Emma Sterling left RBC Wealth Management to join Raymond James in Baltimore, Maryland. The team has $1.3 billion in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 21, 2016, advisors Chris Cooke and Brian Cooke left Wells Fargo Advisors to join Noyes Wealth Management Advisors in Chicago Illinois. The team has $1.7 billion in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 3, 2016, advisors Carl Gravina and Liana Poodiack left Wells Fargo Advisors to join Steward Partners Global Advisory in Keene, New Hampshire. The team has $450 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 7, 2016, advisor Michael Mahoney left Morgan Stanley Wealth Management to join Snowden Lane Partners in New York, New York. Mr. Mahoney has $64 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 8, 2016, advisors Joseph DiVestea, Mark Mezzone, Maureen Macomber and Michael Rodriguez left Bank of America Merrill Lynch to join Raymond James in Mr. Kisco, New York. The team has $300 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 9, 2016, advisors Kyle Arcand and Charlene Gregory left MSI Financial Services to join Independent Advisor Alliance in Chesapeake, Virginia. The team has $150 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 10, 2016, advisor Ed Hecker left UBS Financial Services to join Stifel Nicolaus & Company in Melbourne, Florida. Mr. Hecker has $60 million in assets under management.