Pioneering Silicon Valley tech exec joins LPL board of directors

“Add-on Advisors”

There is increasing anecdotal evidence of this trend towards adding advisors to existing RIA firms, not the least of which is found in this article and another published by RIABiz earlier this week. I have worked with a couple firms recently in the Midwest that have built new business significantly doing the same. Both offer dually licensed opportunities. If you have a BD you might as well use it.

John,

Thanks for the comment but especially for expanding the lexicon from captive advisors to joiners and now “add-on advisors.”

I like it.

Brooke