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Former LPL execs reunite to compete for big hybrid RIAs -- this time with a smaller IBD

Matt McGinness joins Reynolds-Hale at First Allied and the two men plan to move quickly to execute plans

Author Brooke Southall June 18, 2010 at 5:19 AM
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The new working relationship of Vere Reynolds-Hale and Matt McGinness was helped by trust and San Diego connections

Hybrid RIA



Related Moves

April 2, 2024 at 1:28 AM

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

August 19, 2020 at 2:18 AM

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 at 7:40 PM


Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold



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