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.

like
Reaction Icon Like
Arrow Icon
like
Reaction Icon Like
Arrow Icon

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?

like
Reaction Icon Like
Arrow Icon

Happy with LPL? Currently at FiNet

like
Reaction Icon Like
Arrow Icon

Selling book of structured autocalls brokerage..all purschase when market was down with 6-12 month left to mature... 6467848487 cell....LPL preferred

Reaction Icon Like
Arrow Icon

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?

like
Reaction Icon Like
Arrow Icon
Reaction Icon Like
Arrow Icon

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.

like
Reaction Icon Like
Arrow Icon

Anyone hear what current lpl is offering on recruitment packages? Or if u have experience what did lpl offer u or someone u know?

like
Reaction Icon Like
Arrow Icon

For those of you with LPL. Are you happy with the fee based platforms?

like
Reaction Icon Like
Arrow Icon

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.

like
Reaction Icon Like
Arrow Icon

Raymond James vs LPL.

like
Reaction Icon Like
Arrow Icon

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.

like
Reaction Icon Like
Arrow Icon

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.

like
Reaction Icon Like
Arrow Icon

I'm going independent I think I'm down to Finet LPL and Cambridge need some guidance any help out there?

like
Reaction Icon Like
Arrow Icon

Got an offer from LPL. Anyone have experience w/ them? Pros & cons.

like
Reaction Icon Like
Arrow Icon
like
Reaction Icon Like
Arrow Icon

Any NPH advisors disenchanted with LPL ? Curious how the transition is working out for others?

like
Reaction Icon Like
Arrow Icon

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.

like
Reaction Icon Like
Arrow Icon

Leaving insurance company. $1.1M production, mostly advisory. Considering LPL, rj, Cambridge so far. Anyone have experience with HD Vest?

like
Reaction Icon Like
Arrow Icon