Brian Lampron, AIF, Vice President, RIA Services
Brian Lampron, AIF®, is vice president of RIA services. An employee of the firm since 2005, Brian leads the RIA Services department, which provides consulting services, guidance, and support in the areas of practice transition, compliance, and operations to Commonwealth’s fee-only advisors. He has gained extensive knowledge of advisory platforms, pricing models, the competitive landscape, and how industry trends are affecting both Commonwealth and our advisors. Brian received his BS in accounting from Bentley University.
Going Fee-Only? Strategies for Handling Legacy Commission Accounts
Making the move to fee-only means saying goodbye your legacy commission accounts. Explore options for keeping your relationships after you walk away from the revenue.
Brian Lampron, AIF
05.26.21