Articles tagged "Gary Carrai"

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Bryson Pouw left Advent Software to found an Advent super-consultancy that he sold to LPL Financial for $12 million in cash -- and he gets to keep his job.

How LPL Financial is executing a big RIA-like pivot through the acquisition of Blaze Portfolio, founded by an Advent Software breakaway engineering troupe

The Fort Mill, S.C., broker-dealer just took the leap to 'personalized' portfolios by paying $12 million for the Chicago trading automation firm.

November 24, 2020 at 2:23 AM

Gary Carrai is the executive who maintains an LPL tie with Fortigent.

LPL invites 180 of its bigger-book reps to Dana Point as part of its latest Fortigent-fortified bid to move upmarket

Attendees said fast-talking presenters belied LPL's aspirations but perhaps bolstered its claim that the hoi polloi won't be forgotten

May 5, 2016 at 8:04 PM

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Articles tagged "Gary Carrai"

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November 24, 2020 at 2:23 AM

May 5, 2016 at 8:04 PM

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Articles tagged "Gary Carrai"

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November 24, 2020 at 2:23 AM

May 5, 2016 at 8:04 PM

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