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LPL vacuums up yet another $1-billion cluster of mostly RIA assets Alabama-style

With many parallels to its $2-billion AFG win a couple weeks ago, LPL hoovers Lincoln and Ameriprise reps -- and a HNW RIA -- in one big go

Wednesday, August 15, 2012 – 3:20 PM by Brooke Southall
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DeLynn Zell: We thought about Schwab but we still needed a broker-dealer affiliation.

Related Moves

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

August 19, 2020 – 2:18 AM

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 – 7:40 PM


Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold




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