United States Marine Corps

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  Honoring Advisors Who Serve(d): Memorial Day, 2013

  By James J. Green & Ron Pechtimaldjian  |  May 24, 2013

  In our latest slideshow honoring advisors and their partners—and one famous non-advisor, PIMCO’s Bill Gross—who served in the armed forces, we present 18 veterans deserving of praise.

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  Honoring Advisors Who Serve(d): July 4, 2012, Slideshow

  By James J. Green, AdvisorOne, Ron Pechtimaldjian, AdvisorOne  |  July 4, 2012

  In our latest slideshow honoring advisors and their partners who served in the armed forces, we present 18 men and women deserving of praise.

• Averitt Retires as CEO at RJFS Conference

  By Janet Levaux, AdvisorOne  |  June 27, 2012

  Dick Averitt retired as CEO of Raymond James’ independent-advisor channel in late May.

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  Raymond James’ Averitt Recognized for Leadership at Conference

  By Janet Levaux, AdvisorOne  |  May 25, 2012

  The popular leader of Raymond James’ independent-advisor channel steps down after 34 years at the firm.

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  TD Ameritrade Puts Actions Behind Its Patriotic Words

  By James J. Green, AdvisorOne  |  February 3, 2012

  At annual conference, TDAI pays for supplies for 2,000 Red Cross kits for wounded soldiers and homeless vets. Advisors pitch in.

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  Honoring Advisors Who Serve(d): July 4, 2011, Slideshow

  July 1, 2011

  On the July 4th weekend, AdvisorOne honors advisors who serve(d) our country in the armed forces: the second in a series.

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  Honoring Advisors Who Serve(d): Memorial Day, 2011, Slideshow

  By James J. Green, AdvisorOne  |  May 29, 2011

  For Veterans' Day we're re-running this slideshow from Memorial Day, which shows that many advisors and others in the advisor universe served in the nation’s armed forces.

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  The Social Networker

  By Ellen Uzelac  |  April 1, 2011

• The Greater Good

  By Jane Wollman Rusoff  |  January 1, 2010

  RICHARD BOTKIN: SENIOR VICE PRESIDENT-FINANCIAL ADVISOR; MORGAN STANLEY SMITH BARNEY; ROSEVILLE, CALIF. AUM: APPROXIMATELY $100 MILLION. ABOUT HIS INQUIRING MIND: "In talking to clients, if...

• Beware the Seminar, My Son

  By Staff Writer  |  October 1, 2007

  Like many advisors look to build an independent practice, Jim Dew saw seminars as a great way to attract clients. As he discovered the hard...