LPL bags a big Ameriprise advisor-under-RIA after CFA pursuit 'opened my eyes'
The big IBD will share the relationship with a Boston-based OSJ that uses LPL
Eye on You
Looks like this is a common occurrence
https://www.scribd.com/doc/183114171/A-new-advisor-already-has-to-sue-Ameriprise
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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
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Fidelity
Asset Custodian
Top Executive: Sanjiv Mirchandani
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
