LPL financial moves into US independent adviser space

The firm is targeting both RIAs and hybrid advisors, who are dually registered with both the National Association of Securities Dealers and the Securities and Exchange Commission. Gallagher moved from rival financial services firm Fidelity Investments, where he was senior vice-president of Fidelity institutional wealth services. While at Fidelity, he was responsible for the launch of an alternative investment platform specifically designed for intermediaries and investment advisors.

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