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LPL's newest two recruits and their $4.3 billion of AUA show why RIAs can no longer call the 403(b) market sleepy

The flourishing market is a giant growth engine for a Troy, Mich.-based RIA that has its sights set on national growth

Author Lisa Shidler December 31, 2013 at 4:08 PM
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Kelley Snook: We got tired of saying no.

401(k) Stories



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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