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LPL has a new high-margin, high accolade advisory platform but SAM's sticking around

Under Model Wealth Portfolios, the advisor stops picking investments, but they still pick strategies.

Author Lisa Shidler May 24, 2011 at 3:21 PM
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John Moninger: We think we’ve struck a great balance.

Charles Roame

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Ryan Shanks

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John Moninger



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Mentioned in this article:

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

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Finetooth Consulting
Consulting Firm
Top Executive: Ryan Shanks

FA Match
Consulting Firm, Specialized Breakaway Service, Recruiter
Top Executive: Ryan Shanks



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