News, Vision & Voice for the Advisory Community


LPL Financial is dumping North Carolina as a headquarters, moving south to make room for 1,800 more employees

The Boston-, Charlotte- and San Diego-based broker-dealer is constructing a giant office-park eco-building

Author Brooke Southall June 16, 2014 at 9:00 PM
no description available
Mark Casady: We are standing on the threshold of a new era.

Mark Casady


Victor Fetter


Nikki Haley

Stephen Winks

Stephen Winks

June 18, 2014 — 8:53 PM

Andrew Jackson would be honored with the notoriety that LPL again brings to Fort Hill where he was orphaned at 14 (and as a captured colonial courier was lashed by Sword for refusing to clean a officer’s British boots.) upon the death of his parents and brothers as casualties of the revolution. Very rich history of mountain pioneers who ultimately turned the revolution at Cow Pens and Guilford Courthouse in America’s favor leading to Yorktown.

The southeast is the most consumer centric, fiduciary friendly culture in the advisory services industry, a wonderful spot to build a big and successful advisory footprint of national importance.




September 27, 2014 — 4:37 PM

Deear sir pleeej my new product CHILLY MAKKAs.
Lonchig a india pleeej finence my new

Related Moves

April 2, 2024 at 1:28 AM

Mark Casady is under the gun to spend his SPAC's $200 million of cash to avoid October deadline but a recent SEC filing sounds an ominous note after CEO departs

Lefteris reports that Jon Isaacson is taking over as CEO from Karl Roessner, the 'natural choice' to make a deal, according to Casady, though it's down to a few weeks

September 29, 2022 at 1:24 AM

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 at 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

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October 5, 2018 at 7:40 PM

Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

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