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What two things Tom Nally says 'no' to in managing his $270-billion RIA empire

The TD Ameritrade chief of RIA custody sees no reason to handle advisor commission business or serve roll-ups geared to hybrids

Author Lisa Shidler February 6, 2014 at 5:10 AM
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Tom Nally: You've got to build a good team and it's not a one-man show.

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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney



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