Nashville hybrid managing $150 million switches to SA Stone

Nashville hybrid managing $150 million switches to SA Stone
The company and an RIA affiliate are units of the former Sterne Agee
OCT 03, 2019
Legacy Investment Planning, a Nashville-based hybrid managing more than $150 million, has switched its broker-dealer and registered investment adviser affiliations from MML Investor Services to SA Stone Wealth Management Inc. [More:See more adviser moves in InvestmentNews' Advisers on the Move database.] The company and an RIA affiliate are units of the former Sterne Agee, based in Birmingham, Ala. [Recommended video:Who is demanding ESG options?] Legacy is led by Sten Morgan, who joins with partner Dustin Perkins and their support team.

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