Collection: brokerage

LPL Financial’s IPO: Philip Palaveev’s Analysis | Advisor One

Philip Palaveev, president of Fusion Advisor Network and a leading authority on advisory practices, sees the LPL IPO announced Friday, June 4, as a major achievement for the entire independent broker/dealer business model. For one thing, he said in a telephone interview on Monday, June 7, the IPO will put the largest independent broker/dealer under […]

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LPL IPO: Robinson, & Putnam after LPL: Global Portfolio Advisors, LTD

GPA Key Officers GPA’s executive team is made up of leaders in the retail securities industry who have the expertise required to interpret the complexities of the world’s ever-changing financial marketplace, and rapidly expand our capabilities as our clients’ needs for creative, customized solutions evolve. Jim Putnam, CEO Jim Putnam entered his 27th year in […]

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