Scaling to $4.5 Billion: An Organic Success Story

“So, at the end of the day, I ended up on 20 of the largest independent broker dealers. So, LPL, Cambridge, Centaurus, Securities America, you know, the whole list of independents. And that's, that's really. That's where we started growing the firm. And then as the fee based side of the business or industry started growing, we had advisors from some of those other broker dealers that said, Hey, can we just license up underneath your, your RIA?”

This is an excerpt from episode 51 of the ‘Always On with Duncan MacPherson’ podcast featuring Bill Sowell, CEO of Sowell Management.

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep51