How Mike McNamara became a TD Ameritrade RIA and pruned his book in one move
The former Commonwealth advisor also had goals related to succession, compliance and a bigger bottom line
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A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction
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TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Commonwealth Financial Network
RIA-Friendly Broker-Dealer, Tech: Other
Top Executive: Wayne Bloom
