Expanding Growth and Demand for Independence Leads Private Advisor Group to Hire Industry Veteran to Head Business Development

"We are delighted to add Charlie to our organization," said John Hyland, Managing Director of Private Advisor Group. "His depth of experience recruiting financial advisors, coupled with his passion for helping advisors seek independence, will enable him to succeed in broadcasting the Private Advisor Group value proposition to a much wider audience while consolidating the business development functions within the firm."

In this newly created role, Mr. Latimer will be responsible for all business development activities at Private Advisor Group.  Charlie comes to Private Advisor Group from TD Ameritrade where he served as a Sales VP. In that capacity, he helped advisors seeking independence by launching their own RIA firms.  Prior to that, he held a similar role at Schwab Advisor Services.

"Everyone I know professionally, including former colleagues (and even my kids!), continually ask me, 'why did you leave TD when you were experiencing the most successful run in your sales career?'" said Charlie.  "The picture became clear to me over time…..the IBD model is uniquely positioned as the best of both worlds for hybrid advisors (RIA and BD) with turnkey infrastructure, compliance and technology.  In the case of Private Advisor Group, it's the industry's 'Easy Button' where advisors enjoy a unique hybrid model supported by LPL's massive self- clearing chassis, yet with the more intimate feel of an affinity group and community of over 570 advisors in 34 states."  

Private Advisor Group's advisors effectively become IAR's under a $9.6 billion ADV and enjoy the benefits of being part of a group by building on camaraderie while gaining access to robust programs that PAG designs with them in mind. "More importantly," says Charlie, "they trust PAG as a partner to not only manage their compliance, but advocate for their interests and leverage their buying power and economies for an ever increasing suite of value-added benefits and services. PAG is perhaps the best kept secret in the industry and outsourcing with them is a matter of common sense."

"This position is part of the evolution of Private Advisor Group," said John Hyland, Managing Director of Private Advisor Group. "As we continue to expand and increase the deliverables to our advisors, we stand ready to invest in areas of the business that require greater specialty.  Hiring Charlie will enable the rest of the executive team to focus on their specific roles and leave the recruiting to the expert."

Currently, Private Advisor Group has over 570 advisors and is on pace to reach over 600 by year end.

Mr. Latimer can be reached at 973-867-1320 or by email at [email protected].

About Private Advisor Group

Private Advisor Group (www.privateadvisorgroup.com) is today's hybrid solution built to support successful independent financial advisors.  Our unique organization is designed to provide world class customer service, in depth risk management and forward thinking solutions.  Advisors can expect extraordinary, personal support backed by the industry's largest independent broker-dealer-- enabling them to stay focused on their business.

Media Contact:
Abby Salameh
[email protected]  
Phone (973)-867-1354  

Video - http://www.youtube.com/watch?v=DbQG8UC-c6s

Logo - http://photos.prnewswire.com/prnh/20160412/354331LOGO

SOURCE Private Advisor Group

Related Links

www.privateadvisorgroup.com