News, Vision & Voice for the Advisory Community


Pioneering Silicon Valley tech exec joins LPL board of directors

Author Dina Hampton June 14, 2018 at 1:24 PM
no description available
Allison Mnookin

John Donovan  -  St. Petersburg,Florida

John Donovan - St. Petersburg,Florida

October 23, 2009 — 5:21 PM

“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.

Brooke Southall

Brooke Southall

October 23, 2009 — 5:42 PM


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

I like it.


RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo