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Why exactly is Ron Carson forming an RIA and why is it happening now?

LPL still works as a custodian for his $3-billion practice, but the lack of custodial flexibility was hurting his plan to bring on scores of new partner firms

Wednesday, May 4, 2011 – 3:08 PM by Lisa Shidler
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Success for Ron Carson (far left) is measured in summits, both of the mountaintop variety and billions of AUM. LPL's soon-to-be mega-RIA principal is photographed here on Mt. Ranier south of Seattle.

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Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

Carson Group
Consulting Firm
Top Executive: Ron Carson




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