LPL Finanical
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Customer service: 1 (800) 877-7210 Headquarters: Boston, MA CEO: Dan Arnold (Jan 2017–) Parent organization: LPL Financial Holdings Inc
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LPL Finanical Employees
Employee
Years
Job
Industry
Dominica Tierney Dominica Tierney's LPL Finanical Experience July 2013 - Present
Job Branch Office Administrator at LPL Finanical
Industry Financial Services
Experience
LPL Finanical July 2013 - Present
RRISD January 2011 - Present
Skills
Elementary Education, Special Education, Classroom Management, Lesson Planning
Education
University of North Texas
Bachelors, Psychology
LPL Finanical July 2013 - Present
RRISD January 2011 - Present
Skills
Elementary Education, Special Education, Classroom Management, Lesson Planning
Education
University of North Texas
Bachelors, Psychology
Roland Wilson Sr Roland Wilson Sr's LPL Finanical Experience October 2013 - January 2015
Job Financial Advisor
Industry Financial Services
Experience
Nationwide Financial January 2015 - Present
LPL Finanical October 2013 - January 2015
JP Morgan Securities,LLC July 2011 - October 2013
Edward Jones December 2007 - July 2011
Education
University of North Alabama 1982 — 1987
BS, Marketing
Nationwide Financial January 2015 - Present
LPL Finanical October 2013 - January 2015
JP Morgan Securities,LLC July 2011 - October 2013
Edward Jones December 2007 - July 2011
Education
University of North Alabama 1982 — 1987
BS, Marketing
Shane Worrell's LPL Finanical Experience August 2015 - Present
Job Representative at LPL Financial
Industry Information Technology and Services
Experience
LPL Finanical August 2015 - Present
Mecklenburg County January 2014 - August 2015
Best Buy April 2013 - January 2014
Dell September 2012 - February 2013
Best Buy September 2011 - July 2012
Charlotte Sports Center April 2010 - August 2011
Skills
Microsoft Office, Time Management, Customer Service, PowerPoint, Customer Satisfaction, Sales, Outlook, Microsoft Word, Microsoft Excel, Retail, Merchandising, Teamwork, Leadership, Social Networking
Education
UNC Charlotte
Bachelor of Arts (B.A.), Criminal Justice
LPL Finanical August 2015 - Present
Mecklenburg County January 2014 - August 2015
Best Buy April 2013 - January 2014
Dell September 2012 - February 2013
Best Buy September 2011 - July 2012
Charlotte Sports Center April 2010 - August 2011
Skills
Microsoft Office, Time Management, Customer Service, PowerPoint, Customer Satisfaction, Sales, Outlook, Microsoft Word, Microsoft Excel, Retail, Merchandising, Teamwork, Leadership, Social Networking
Education
UNC Charlotte
Bachelor of Arts (B.A.), Criminal Justice
M. Bodie Monroe's LPL Finanical Experience July 2014 - Present
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Finanical July 2014 - Present
Education
University of Nevada-Reno 1997 — 2002
Finance/CIS
Galena High School
Holds Series 7, 66 Registrations
Pleasant Valley Elementary School
LPL Finanical July 2014 - Present
Education
University of Nevada-Reno 1997 — 2002
Finance/CIS
Galena High School
Holds Series 7, 66 Registrations
Pleasant Valley Elementary School
Jamie Mynhier Jamie Mynhier's LPL Finanical Experience February 1990 - February 1998
Job Internal Auditor at Waste Management
Industry Environmental Services
Experience
Waste Management January 2015 - Present
Waste Management May 2012 - Present
Waste Management, Inc. February 1998 - Present
LPL Finanical February 1990 - February 1998
Skills
Pricing Strategy, Budgets, Contract Negotiation, Forecasting, Solid Waste, Financial Analysis, Pricing, Business Planning, P&L, Income Statement, Executive Management
Education
University of Phoenix 2009 — 2011
BSB, Accounting
Waste Management January 2015 - Present
Waste Management May 2012 - Present
Waste Management, Inc. February 1998 - Present
LPL Finanical February 1990 - February 1998
Skills
Pricing Strategy, Budgets, Contract Negotiation, Forecasting, Solid Waste, Financial Analysis, Pricing, Business Planning, P&L, Income Statement, Executive Management
Education
University of Phoenix 2009 — 2011
BSB, Accounting
Brian Fruendt Brian Fruendt's LPL Finanical Experience October 2008 - June 2009
Job Financial Consultant at National Planning Corporation
Industry Financial Services
Experience
National Planning Corporation June 2009 - Present
LPL Finanical October 2008 - June 2009
VALIC November 1999 - October 2008
Skills
Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Investment Advisory, IRAs, 401k, Mutual Funds, Pensions, Asset Allocation, Investment Strategies, Finance, Series 63, Financial Planning, Securities, Life Insurance, Series 6
Education
University of North Texas 1995 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies and Human Resources Management
National Planning Corporation June 2009 - Present
LPL Finanical October 2008 - June 2009
VALIC November 1999 - October 2008
Skills
Retirement Planning, Wealth Management, Uniform Combined State..., Retirement, Investment Advisory, IRAs, 401k, Mutual Funds, Pensions, Asset Allocation, Investment Strategies, Finance, Series 63, Financial Planning, Securities, Life Insurance, Series 6
Education
University of North Texas 1995 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Behavior Studies and Human Resources Management
Gwen Ngo's LPL Finanical Experience January 2008 - March 2012
Job Sr Tax Accountant at Jack in the Box
Industry Food & Beverages
Experience
Jack in the Box August 2015 - Present
LPL Financial March 2012 - July 2015
LPL Finanical January 2008 - March 2012
LPL Finanical May 2006 - December 2007
Skills
Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Account Reconciliation, GAAP, Fixed Assets, Financial Accounting
Education
USC
Bachelor of Business Administration (B.B.A.)
Jack in the Box August 2015 - Present
LPL Financial March 2012 - July 2015
LPL Finanical January 2008 - March 2012
LPL Finanical May 2006 - December 2007
Skills
Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Account Reconciliation, GAAP, Fixed Assets, Financial Accounting
Education
USC
Bachelor of Business Administration (B.B.A.)
Jeff Waller Jeff Waller's LPL Finanical Experience May 2010 - February 2013
Job AVP: Instructional Designer/ Learning and Development, Global Learning at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
LPL Finanical May 2010 - February 2013
LPL Finanical February 2008 - May 2010
Vanguard September 2005 - February 2008
Skills
Microsoft Office, Brainshark, Adobe Connect, Adobe Captivate, Series 6, Series 63, Captivate, E-Learning, Instructor-led Training, Instructional Design, Employee Training, Training Delivery, Staff Development, Training Facilitation, ADDIE, Coaching, Leadership, Cross-functional Team..., Strategic Leadership, Blended Learning, Performance Analysis, Performance Metrics, Performance Consulting, Team Building, Virtual Teams, Learning Management...
Education
University of Nebraska at Omaha 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America October 2013 - Present
LPL Finanical May 2010 - February 2013
LPL Finanical February 2008 - May 2010
Vanguard September 2005 - February 2008
Skills
Microsoft Office, Brainshark, Adobe Connect, Adobe Captivate, Series 6, Series 63, Captivate, E-Learning, Instructor-led Training, Instructional Design, Employee Training, Training Delivery, Staff Development, Training Facilitation, ADDIE, Coaching, Leadership, Cross-functional Team..., Strategic Leadership, Blended Learning, Performance Analysis, Performance Metrics, Performance Consulting, Team Building, Virtual Teams, Learning Management...
Education
University of Nebraska at Omaha 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Tina VonCanon Tina VonCanon's LPL Finanical Experience June 2011 - July 2012
Job Associate Service Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2012 - Present
LPL Finanical June 2011 - July 2012
Fifth Third Bank October 2006 - March 2009
Wachovia, A Wells Fargo Company April 2006 - September 2006
ADP Small Business Solutions August 2004 - November 2005
First Union/ Wachovia Bank December 1999 - September 2003
First Union National Bank June 1998 - December 1999
First Union National Bank January 1997 - June 1998
First Union National Bank November 1995 - January 1997
BlueCross BlueShield of SC December 1993 - April 1995
Skills
Outlook, Lotus Notes, Windows, Rumba, Beta (TPX), AS400, Leadership, Excel, Word, Access, SharePoint, MS Project, Analysis, Quality Assurance, Asset Management, Attention To Detail, Banking, Team Building, Customer Relations, Coaching, Customer Service, Call Center, Client Service, Data Analysis, Data Entry, DOS, Administrative Duties, Feedback, Medical Coding, Health Insurance, Project Coordination, 10 Key, Notary Public, Oracle, Organizing, PowerPoint, Quality Management, Problem Solving, Administrative Support, Stellent, Citrix, Financial Services, Program Management, Recruiting
Education
University of North Carolina at Charlotte 2008 — 2013
Bachelors, Communications
LPL Financial July 2012 - Present
LPL Finanical June 2011 - July 2012
Fifth Third Bank October 2006 - March 2009
Wachovia, A Wells Fargo Company April 2006 - September 2006
ADP Small Business Solutions August 2004 - November 2005
First Union/ Wachovia Bank December 1999 - September 2003
First Union National Bank June 1998 - December 1999
First Union National Bank January 1997 - June 1998
First Union National Bank November 1995 - January 1997
BlueCross BlueShield of SC December 1993 - April 1995
Skills
Outlook, Lotus Notes, Windows, Rumba, Beta (TPX), AS400, Leadership, Excel, Word, Access, SharePoint, MS Project, Analysis, Quality Assurance, Asset Management, Attention To Detail, Banking, Team Building, Customer Relations, Coaching, Customer Service, Call Center, Client Service, Data Analysis, Data Entry, DOS, Administrative Duties, Feedback, Medical Coding, Health Insurance, Project Coordination, 10 Key, Notary Public, Oracle, Organizing, PowerPoint, Quality Management, Problem Solving, Administrative Support, Stellent, Citrix, Financial Services, Program Management, Recruiting
Education
University of North Carolina at Charlotte 2008 — 2013
Bachelors, Communications
Kevin McCormack-Lane Kevin McCormack-Lane's LPL Finanical Experience November 2012 - July 2013
Job Assistant Vice President Broker Dealer Support Services
Industry Financial Services
Experience
LPL Financial August 2013 - Present
LPL Finanical November 2012 - July 2013
LPL Finanical October 2011 - November 2012
LPL Finanical January 2010 - October 2011
LPL Finanical February 2007 - January 2009
LPL Finanical August 2006 - February 2007
LPL Finanical October 2005 - August 2006
Investors Bank & Trust October 2003 - July 2005
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
LPL Financial August 2013 - Present
LPL Finanical November 2012 - July 2013
LPL Finanical October 2011 - November 2012
LPL Finanical January 2010 - October 2011
LPL Finanical February 2007 - January 2009
LPL Finanical August 2006 - February 2007
LPL Finanical October 2005 - August 2006
Investors Bank & Trust October 2003 - July 2005
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Larry. Bernstein Larry. Bernstein's LPL Finanical Experience October 2013 - Present
Job Sr. Program Efficiency Consultant at LPL Finanical
Industry Financial Services
Experience
LPL Finanical October 2013 - Present
LPL Financial December 2007 - October 2013
LPL Financial December 2007 - September 2009
Wachovia Mortgage June 2007 - December 2007
Novastar Home Mortgage, Incorporated September 2005 - June 2007
Chase Home Finance July 1998 - June 2005
Auto Club Cellular January 1996 - January 1998
Jean Country January 1986 - January 1995
Skills
Mortgage Lending, Loans, Refinance, Banking, Mortgage Banking, Customer Relations, Customer Service, Retail, Investments, Coaching, Team Building, Negotiation, Problem Solving, Call Center, Credit Analysis, Sales Management, Customer Satisfaction, New Business Development, Relationship Management, Selling, Financial Services, Sales, Call Centers, Analysis, Credit
Education
University of Phoenix 2005 — 2007
Bachelor of Science, Business Management
University of Phoenix 2003 — 2007
BS, Managment
LPL Finanical October 2013 - Present
LPL Financial December 2007 - October 2013
LPL Financial December 2007 - September 2009
Wachovia Mortgage June 2007 - December 2007
Novastar Home Mortgage, Incorporated September 2005 - June 2007
Chase Home Finance July 1998 - June 2005
Auto Club Cellular January 1996 - January 1998
Jean Country January 1986 - January 1995
Skills
Mortgage Lending, Loans, Refinance, Banking, Mortgage Banking, Customer Relations, Customer Service, Retail, Investments, Coaching, Team Building, Negotiation, Problem Solving, Call Center, Credit Analysis, Sales Management, Customer Satisfaction, New Business Development, Relationship Management, Selling, Financial Services, Sales, Call Centers, Analysis, Credit
Education
University of Phoenix 2005 — 2007
Bachelor of Science, Business Management
University of Phoenix 2003 — 2007
BS, Managment
Larry M. Owens Jr.'s LPL Finanical Experience August 2013 - June 2015
Job Senior Wellness Consultant at Next Level Nutrition
Industry Health, Wellness and Fitness
Experience
LPL Financial June 2015 - Present
Next Level Nutrition August 2011 - Present
Next Level Fitness & Nutrition NC 2011 - Present
LPL Finanical August 2013 - June 2015
Hill Bobcats January 2007 - March 2014
O'Charley's May 2006 - April 2012
Wachovia, A Wells Fargo Company June 2007 - May 2010
Skills
Customer Service, Leadership, Personal Training, Fitness, Strength & Conditioning, Microsoft Office, Basketball, Strength Training, Fitness Training, Wellness, Nutrition, Sports, Athletic Training, Public Speaking, Coaching, Teamwork, Teaching, Training, Exercise Physiology, Sales, Community Outreach, Social Networking, Team Leadership, Outlook, Management, Team Building, Investments, Nonprofits, PowerPoint, Public Relations, Social Media, Leadership Development, Healthcare, Recruiting, Microsoft Word, Marketing, Marketing Strategy
Education
University of North Carolina at Charlotte 2007 — 2013
B.S., Biology, Exercise Science
University of North Carolina at Charlotte 2002 — 2007
B.A., Biology
Salem High School 1998 — 2002
Diploma, N/A
LPL Financial June 2015 - Present
Next Level Nutrition August 2011 - Present
Next Level Fitness & Nutrition NC 2011 - Present
LPL Finanical August 2013 - June 2015
Hill Bobcats January 2007 - March 2014
O'Charley's May 2006 - April 2012
Wachovia, A Wells Fargo Company June 2007 - May 2010
Skills
Customer Service, Leadership, Personal Training, Fitness, Strength & Conditioning, Microsoft Office, Basketball, Strength Training, Fitness Training, Wellness, Nutrition, Sports, Athletic Training, Public Speaking, Coaching, Teamwork, Teaching, Training, Exercise Physiology, Sales, Community Outreach, Social Networking, Team Leadership, Outlook, Management, Team Building, Investments, Nonprofits, PowerPoint, Public Relations, Social Media, Leadership Development, Healthcare, Recruiting, Microsoft Word, Marketing, Marketing Strategy
Education
University of North Carolina at Charlotte 2007 — 2013
B.S., Biology, Exercise Science
University of North Carolina at Charlotte 2002 — 2007
B.A., Biology
Salem High School 1998 — 2002
Diploma, N/A
Dionne Carlene Drakes's LPL Finanical Experience Transition ManagerLPL Financial2011 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
LPL Finanical Transition ManagerLPL Financial2011 - 2011
TIAA-CREF April 2002 - December 2009
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management
Education
University of Phoenix
Business Management, Major
LPL Finanical Transition ManagerLPL Financial2011 - 2011
TIAA-CREF April 2002 - December 2009
Skills
Mutual Funds, Financial Services, Series 7, Wealth Management
Education
University of Phoenix
Business Management, Major
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