Articles tagged "David Peterson"
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 at 3:08 PM
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