A reconfigured advisory firm is gambling that LPL Financial will help it attract an "overlooked" class of wirehouse advisor: smaller ones.
"We are in a very interesting industry where people who are doing $250,000 in revenues are considered by the wirehouse communities as throwaway businesses," says Kurt Rozman, founder and president of Freedom Wealth Alliance in Brookfield, Wis. "I think those are people who are doing an important service."
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