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Seeing a clear path to $3 billion, Washington Wealth hitches its venture to LPL but quietly adds Schwab

The Middleburg, Va., roll-up-like hybrid RIA is switching some horses after its CEO and founder exited and some funding sources dried up

Friday, October 5, 2012 – 3:03 AM by Kelly O'Mara
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Rob Bartenstein: Washington Wealth is not abandoning what we've stood for since our inception.

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Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold




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