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By James J. Green, AdvisorOne |
October 6, 2011
Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
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By Janet Levaux, AdvisorOne |
July 11, 2011
Schwab’s Dawn Lepore mentored Stearns, she tells AdvisorOne, helping to pave the way for her managerial success
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By Janet Levaux, AdvisorOne |
June 1, 2011
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By Joyce Hanson, AdvisorOne |
April 26, 2011
LPL Financial saw profits of $49.0 million, 91.7% higher than a year ago, and the company’s founder and president are selling big stock stakes.
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By Janet Levaux, AdvisorOne, Jane Wollman Rusoff |
November 18, 2010
LPL's IPO successfully passed its first test, as its shares rose 7% in trading Thursday, closing at $32.15 with 8 million shares traded.
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By Janet Levaux, AdvisorOne |
July 1, 2010
LPL Financial filed statements with the SEC in early June 4 to go public with an estimated $600-million stock offering. The independent broker-dealer has 12,026 independent...
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By James J. Green, AdvisorOne |
July 1, 2010
The parent company of the largest independent broker/dealer, LPL Financial, filed an S-1 statement with the SEC on June 4 to go public via an...
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By Staff Writer |
May 1, 2010
We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...
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By James J. Green, AdvisorOne |
August 1, 2008
As the biggest player in the independent broker/dealer space, LPL Financial would appear in the spotlight often enough for its sheer market share heft and...
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By David Macchia |
March 1, 2008
Over the course of two lengthy conversations with Mark Casady I came to understand more than a few things about the man who leads the...