How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giant
In only four years, his OSJ RIA has $6.2 billion in advised assets and 130 advisors, thanks to a radical cold-calling plan and lower, yes lower, payouts than other OSJs
http://cubacraft.hol.es/forum/member.php?action=pr
One particular matter that Amazon recognized early on is studying an e-book needs to be as comforting and pleasant as, effectively, looking through a e book. E-readers like the Kindle with their reflective E Ink shows don need to have a vivid backlight to produce it doable to go through. A backlit screen is ideal for considering photographs and looking at movie but numerous e-book enthusiasts like the working experience of an electrophoretic E Ink display screen to backlit LCDs, whether or not the backlights are LEDs. In addition to, E Ink displays only appear much better in vibrant daylight not like the iPad which is able to not simply look washed out but would require some anti-glare procedure likewise.
http://www.baggetta.lfchosting.com/books.htm
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Related Moves
His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth
October 5, 2018 at 7:40 PM
Dan Arnold is gone as LPL CEO, but his leverage to negotiate a settlement is apparent as LPL tells SEC it is deferring exercise of 'automatic forfeiture' of some vested options
Analysts stunned, seeking further clarity from LPL on future leadership, are reassured by company that 'no further shoe will drop'
October 3, 2024 at 3:08 AM
Dan Arnold steps down as LPL CEO, under a cloud, effective immediately; Steinmeier steps in as interim CEO
Well-regarded, Steinmeier has been LPL's go to player, after he was promoted to chief growth officer in May
October 1, 2024 at 8:42 PM
Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.
April 2, 2024 at 1:28 AM
See more related moves
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Stratos Wealth Partners
RIA Seeking to Hire Advisors
Top Executive: Jeff Concepcion
