After LPL Financial outsourced certain services to India and made other changes, 17-year LPL veteran advisor Phillips Eggers says he moved his practice to Raymond James' independent broker-dealer.
"We started seeing a lot of lag times on responses" to service requests, says Eggers, of Legacy Retirement Planning in Plano, Texas. Eggers managed $130 million in client assets and brought in $1.3 million in annual revenues at LPL, according to a statement from Raymond James.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access