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In a triple merger, fast-growing Florida RIA scoops up an LPL advisor and a fellow asset manager to double firm size

More deals involving IBD advisors on the horizon as shift to fees makes combinations possible

Author Lisa Shidler January 25, 2011 at 3:16 PM
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Sharon Daniels: With the various branches at Banyan, this will give us immediate opportunities to meet personally with more of our clients.

Peter Raimondi

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Sharon Daniels

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Jay Carroll



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April 2, 2024 at 1:28 AM

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December 16, 2023 at 2:22 AM

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Mentioned in this article:

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



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