Looking to transition a 150mm practice and looking for pros/cons to Raymond James, Ameriprise, LPL, etc. Technology, culture, payouts, options for hybrid. Any help would be greatly appreciated.
I’m a managing partner of a hybrid RIA with $2.2B of AUM and control with 85 advisors in 5 states. We custody at TD, Interactive Brokers, & LPL.Got questions about options on the Indy side? Ask away!
With LPL paying 50 bps to come on board and places like Ameriprise paying up to 300 bps (are you kidding?).... how does a wirehouse or regional advisor adequately assess pros/cons in making the move?
Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred
Indy w 130m aum in pre-process of moving from Raymond James (85%payout) to LPL (93% payout). Move is starting to overwhelm my time rather than handling my clients. Advice? Anyone experienced this?
I am interested in acquiring practices at TD, Interactive Brokers, or LPL. Louisiana, Texas, Mississippi would be ideal, but I have a footprint in several other states. Message me at firstname.lastname@example.org
I just hired a new assistant and want her to manage my calendar and apts. I'm with LPL. I've just been using Outlook, but now I would like to use the easiest and most cost efficient solutions.
Anyone hear what current lpl is offering on recruitment packages? Or if u have experience what did lpl offer u or someone u know?
Does anyone know the story on Ron Carson? His first year at LPL he was their top producer. He started with Securities America in 1988. How'd he get so big, so fast? There must be a story.
Anyone getting their LPL emails on an iPhone? I'm wondering how hard they look at the Phone at the annual audit. Not that I'm doing anything they can't see, I'm just always paranoid.
Considering changing from LPL to RJ or Ameriprise on the independent channel comments on any or all of the options? 2 million recurring revenue. Currently hybrid.
I'm going independent I think I'm down to Finet LPL and Cambridge need some guidance any help out there?
LPL sent me a survey, at the end it said what is the one area they could improve on. I don't think they needed to send the survey, it is so obvious. Technology.
Leaving insurance company. $1.1M production, mostly advisory. Considering LPL, rj, Cambridge so far. Anyone have experience with HD Vest?