Articles tagged "Bill Chetney"

HeadlinePublish date

Bill Chetney is back to compete with LPL (among others) and Mark Casady is very much on board

His new $40-billion OSJ start-up will use the LPL hybrid platform and get a hand from the broker-dealer in procuring a right-to-recruit agreement and software

July 9, 2014 — 3:21 AM UTC

How an LPL-owned 401(k) afterthought zoomed from $6.5 billion to $10 billion with help from reps -- and thinking big

The former NRP duo demurred overtures three years ago from wirehouses and big competitors and now counts Qualcomm, Petco and In-N-Out burger as clients

November 7, 2013 — 5:53 PM UTC

How a $12 billion RIA grew to $20 billion in less than a year by raiding 401(k) accounts from legacy players

Randy Long boasted that he'd pick off the big boys' clients and came through with the help of a crack team of 12 young turks

September 26, 2012 — 3:48 AM UTC
— There are no additional results —