Former Top LPL Rep Ron Carson Is Thriving As An Independent RIA

Thursday, July 21, 2011 06:40
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Former Top LPL Rep Ron Carson Is Thriving As An Independent RIA

Ron Carson the superstar $3 billion advisor who used to rule the top of LPL's rankings, is already thriving in his new RIA firm.

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Carson launched Carson Wealth Management at the first of the month and is already reaping the rewards of lower platform fees and expanded investment options.

 

While he still clears on the LPL platform, the reduced cost of his clearing-only relationship has let him hire more people to build client portfolios around individual stocks, effectively creating in-house separately managed accounts.

 

He's also planning on selling his proprietary models to smaller advisors.

 

Great profile of one of the world's top advisors over here.

 

 

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