LPL Financial

  • Banking & Finance
4828 Parkway Plaza
Charlotte, NC 28217
(919) 821-1220
  • About

    LPL Financial was founded with a pioneering vision: help entrepreneurial financial advisors establish successful businesses to offer truly independent financial guidance and advice through personal relationships with clients. Today we provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 financial advisors and 700 financial institutions as the nation's largest independent broker/dealer, making us a leading distributor of financial products in the United States. In addition, we support over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions.

  • Whom to Contact

    • Mohamed Ayadi
    • Heather Carter
    • Jon Harris
      VP Advisor Experience & Design
    • Lauren Hoyt-Williams
    • Andy Kalbaugh
    • Jennifer Kasbek
      Vice President, Technical Support
    • Stephen Lank
      EVP, Service, Trading & Operations
    • Chris Paul
      SVP, Advisor Experience & Design
    • Jan Rooks
      Executive Admin Assistant
    • Austin Sale
      Manager, Trading
    • Eric Schmidt
    • Gary Smith
    • Harriette Smith
      Recruiter
    • Cynthia Turner
      Sr Admin Asst
    • Shawn White
      SVP, Operations
    • David Wright
      Chief Technology Officer
    • Katherine Zollinger
      AVP, Business Systems - Advisor Experience & Desig