News, Vision & Voice for the Advisory Community

Articles tagged "Jeffrey Concepcion"

Headline

Publish date

Jeffrey Concepcion: I'd tell you the biggest victory was the vindication and comments from former co-workers.

How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giant

In only four years, his OSJ RIA has $6.2 billion in advised assets and 130 advisors, thanks to a radical cold-calling plan and lower, yes lower, payouts than other OSJs

May 14, 2013 at 6:31 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory sponsored by:

Articles tagged "Jeffrey Concepcion"

Headline

Publish date

May 14, 2013 at 6:31 AM

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

Articles tagged "Jeffrey Concepcion"

Headline

Publish date

May 14, 2013 at 6:31 AM

RIABiz Directory

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory