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What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer

With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged

Author Charles Paikert October 8, 2012 at 5:32 AM
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John Wolff says LPL might be tempted to offer Fortigent research to its retail brokers, diluting the value of a product that his firm "spends a lot of money on," and making it "less of a distinguishing factor."

Barry Glassman

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Scott Welch

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Nathan Sonnenberg

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Andy Putterman

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Rick Pitcairn

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John Wolff

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Robert Moser

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Michael Glowacki



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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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