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LPL kicks off FOCUS 2012 talking about service for UHNW investors

The big broker-dealer also talks about big 401(k) plans and offers a couple of details about Fortigent

Author Joan Khoury Guest Columnist August 22, 2012 at 4:49 PM
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Derek Bruton (l.) and his colleagues (Andy Kalbaugh on r.) have implemented home office “Private Briefings” focusing on clients with over $10 million in investable assets.

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April 2, 2024 at 1:28 AM

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Mentioned in this article:

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

SalesForce
CRM Software
Top Executive: Marc Benioff



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