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The real Ron Carson story is that most assets went to Fidelity and TD Ameritrade where technology allows him to execute his vision

The big talk was the lateral move of some assets to Cetera but it was more a smokescreen for a breakaway

Author Janice Kirkel January 27, 2017 at 6:51 PM
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Matt Sonnen: Ron said to me and is on record as saying that the brokerage business, that’s Cetera, is just an accommodation for clients.


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Mentioned in this article:

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

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Carson Group
Consulting Firm
Top Executive: Ron Carson

PFI Advisors
Consulting Firm
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