RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Ron Carson quickly sees benefits of converting his practice to an RIA

Positive client feedback centers around faster flow of information under new compliance arrangement

Author Brooke Southall July 20, 2011 at 3:05 PM
Admin:
no description available
Ron Carson is getting information to clients faster: 'Now we have our own compliance process.'

Mike Byrnes

Mike Byrnes

July 22, 2011 — 4:26 PM

Size does matter.

Congrats to Ron Carson who out grew LPL and is now making the most out of his decision to convert his practice to the RIA model.

Mike Byrnes, President
Byrnes Consulting, LLC
http://byrnesconsulting.com/
http://twitter.com/ByrnesConsultin

George Lynn

George Lynn

March 4, 2021 — 12:45 AM
Carson and company is just another GREETY firm trying to grow by M&A and then saying "I'm growing organically". Hey, Carson when is enough, enough?

Related Moves

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

August 19, 2020 at 2:18 AM

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 at 7:40 PM

Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke

When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal

October 5, 2018 at 6:05 PM


Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Carson Group
Consulting Firm
Top Executive: Ron Carson



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo