10 things that show the RIA movement is really heating up in 2010: Part I
Observers need a scorecard to keep track of all the advances that RIAs are making
Fidelity
|Pershing
|Schwab
|Raymond James
|TD Ameritrade
|Advent
|RIAs
|LPL
|Scottrade
|RBC
|JPMorgan
|State Street
|Trust Company of America
|Shareholders Service Group
|TradePMR
|FolioFn
Kevin Hollingsworth
Brooke,
I don’t see any mention of Century Securities in your list of new custodians, is their business different than the three others you mentioned?
Thanks,
Kevin
Brooke Southall
Hi Kevin,
I’d be interested in learning more about Century Securities. If they’re a rising RIA custodian then I’d like to learn more about them.
thanks,
Brooke
Mary Ann Buchanan
Brooke,
Your insight and ability to incisively discuss the most relevant points in the RIA world is a major contribution to those trying to move forward in this space.
Thanks
Mary Ann Buchanan
Brooke Southall
Hi Mary Ann,
Thank you. I appreciate this comment.
I can only in turn thank my sources who continuously make an effort to get
me good information and help me to understand it in the context of the RIA world.
my best,
Brooke
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LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law
State Street Wealth Manager Services
Asset Custodian
Top Executive: Marty Sullivan
Scottrade Advisor Services
Asset Custodian
Top Executive: Brian Stimpfl
E*TRADE Advisor Services
Asset Custodian
Top Executive: Joshua Pace
TradePMR
Asset Custodian
Top Executive: Robb Baldwin
Shareholders Service Group
Asset Custodian
Top Executive: Peter Mangan
