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By Janet Levaux, AdvisorOne |
December 10, 2012
Legacy Financial moves to independence with about $150 million in client assets in Rochester, N.Y.
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By Janet Levaux, AdvisorOne |
November 1, 2012
Southern California-based Richard Wright moves from the wirehouse to the independent firm.
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By Janet Levaux, AdvisorOne |
October 31, 2012
The three new advisors move to Morgan Stanley with more than $4 million in yearly fees and commissions and roughly $430 million in client assets.