Articles tagged "David Peterson"

HeadlinePublish date

Why an 18-year LPL rep moved most of his firm's $250 million of assets to Schwab

Brad Griswold had a fondness for Schwab from using PortfolioCenter and is determined to remove all obstacles to growth, profitability and offering choice to clients

April 4, 2012 — 3:08 PM UTC

United Capital extracts a 40-employee, mega-growth team from LPL

The big strategic buyer gets assets of Peak Capital Investment Services, a $600-million firm that has grown 12-fold in less than a decade

November 2, 2011 — 10:05 PM UTC
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