Dana Ryan

aries sun • soft girl Securities offered through LPL Financial, Member SIPC

[Dana Ryan @TheDanaRyan]

@wealth_mgmt So excited to see @independentaa CEO Robert Russo as a finalist! 🎉It’s a well-deserved honor that reflects his incredible leadership and vision. Congrats to all the finalists! #wealthies #WellDeserved #leadership #WhyIAA

https://t.co/pmXsYnXGZ8

[Dana Ryan @TheDanaRyan]

@tinacpowell @t3techhub @FinTechie Definitely feel like I'm missing out! My colleague Lauren Grames is there, so say hello if you see her! https://t.co/JGcGxZXIo5

[ThinkAdvisor @ThinkAdvisor]

Independent Advisor Alliance to Provide https://t.co/Js3a1v8aMu's Estate Planning Tool https://t.co/D9cCBygo5u

[ThinkAdvisor @ThinkAdvisor]

LPL Takes 20% Stake in Independent Advisor Alliance https://t.co/GuD0xW0NoE

[Visionary Square @visionarysquare]

#Advisors who partner with us are true independent business owners. We offer support, not sales quotas. We provide resources, not limitations. We're your advocate, not your adversary. Start your journey to true #independence today.

#financialadvisors #rias #banks #wirehouse

[Financial Planning @finplan]

One of the largest @LPL hybrid RIA-OSJ enterprises, @independentaa, received a minority investment from its brokerage and custodian. First on FP, here are the details of the deal. #wealthmanagement #mergersandacquisitions https://t.co/TRYJBk1Gno

[Charlotte Business Journal @CBJnewsroom]

The Charlotte firm, founded in 2013, has about $16.8 billion in client assets under management and 226 financial advisors. https://t.co/pDPjTRLROo

[Citywire RIA @CitywireRIA]

Independent broker-dealer LPL Financial has taken a 20% stake in the $17.1bn hybrid RIA Independent Advisor Alliance (IAA). https://t.co/KBQVfmybal

[Dana Ryan @TheDanaRyan]

We're excited about our latest #news! @LPL's investment is a testament to our dedication & success in supporting #financialadvisors as #independent business owners. And just like our #advisors, we're still in the driver's seat.➡️https://t.co/bRXvuwcSvM

#partnership #support #IAA

[Dana Ryan @TheDanaRyan]

@SamanthaTwenty What an amazing gift for Ryan to leave for his loved ones and children everywhere. Purchased while traveling in London, but will be read and cherished in Charlotte, NC. Thinking of you and your family❤️

[Dana Ryan @TheDanaRyan]

@CitywireRIA @AndrewFoerch "Restrictive covenants" sounds like language from a contract between a lord and their serf during medieval times. Oh wait....🤔

#financialadvisors #independence #whyiaa

[Visionary Square @visionarysquare]

#wirehouse math just doesn't add up. When you work harder you should make more, not less. Read more about how #morganstanley is raising their incentive compensation grid and eliminating payouts for #advisors.

#financialadvisors #rias #goindie #WhyIAA

https://t.co/1r8Qfeym3V

[Dana Ryan @TheDanaRyan]

@leeshoagiesCLT #AxiosCharlotte #CLTeats #charlottefood #exploreclt #clteats #charlotte #EatDrinkCLT

[Dana Ryan @TheDanaRyan]

@ryanWneal I've enjoyed reading your work with IN. Good luck as you embark on your next adventure! I feel like @RollingStone would be a great fit for you. 🎶😀

[Visionary Square @visionarysquare]

OSJs play a pivotal role in the independent channel, and our partners at IAA are thriving. Learn more about how OSJs impact our industry in this insightful article from @TobySalFP at @finplan, with contributions from our CEO Robert Russo. #rias #advisors

https://t.co/OfT9gZPXVa

[Dana Ryan @TheDanaRyan]

When you want to put your clients first, you go #independent.

#financialadvisors #wealthmanagement #financialplanning

[Visionary Square @visionarysquare]

In this video, our partner advisor, Nic Nielsen of @KnowMyPlan, shares how partnering with IAA has benefited his practice and overall client experience.

#partnernship #WeAreIAA #ria

[Dana Ryan @TheDanaRyan]

@tinacpowell @intention_ly @kdubs_waltrich @MeghanRichter Congrats! This is the perfect role for you!

[Dana Ryan @TheDanaRyan]

@ReidRasner @LPL @SnappyKraken @robertsofia I feel like marketing can be the final frontier for advisors! We're a hybrid OSJ with LPL and created a full-service, customizable marketing program for our partner advisors to fill the void so many experience. You can have total independence and full support at the same time!

[Visionary Square @visionarysquare]

Check out the @CBJnewsroom feature on #Charlotte's Most Admired CEOs, where they profile Robert Russo and other leaders making a positive impact on the Queen City and beyond.
#CEO #leadership #wealthmanagement #financialplanning #financialadvisors #rias

https://t.co/yRi714tWgJ

[Dana Ryan @TheDanaRyan]

@NilPartners @nicolecasperson @katieeperry @AnnBerry_NYC @NYSE @cloutyio See I was going to go with these guys....