LPL Financial tosses its sales pitch to 7,000 in its HQ city of Boston
The only constant for LPL is Mark Casady and change as the broker-dealer slogs to the far shore from the 'messy middle'
LPLost
I can’t believe I friggin spent over $2,000 to go watch this dog and pony show. For that kind of money, I probably could have bought my own candy store. The firm could have sent out email bulletins and given us everything we needed to know. Bernanke made some money by “gracing” us with his interview, Branson was mildly entertaining but not stellar, and everything else was just a bunch of rah-rah BS. What a crock of dog rockets. I was hoping to hear how the firm was going to do something to inform the American public that LPL was a great financial firm, but there are apparently no plans to even attempt something like that. At least some of my colleagues got laid. I even had to buy my own drinks. Time to go firm shopping.
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Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.
April 2, 2024 at 1:28 AM
LPL makes 'Sixth Sigma black belt' ex-wirehouse counsel its chief legal officer, right after purchasing another full service broker. LPL says there is 'no connection,' and she was poached from Google
The Fort Mill S.C. broker dealer added Crown Capital Securities' captive brokers in Orange County, and is hiring Althea Brown, fresh off 11 years at Google
July 28, 2023 at 3:11 AM
Rich Steinmeier power poaches Jeremy Holly, who returns to LPL as EVP to head Dan Arnold-directed 'liquidity' project to buy -- but not hold -- LPL firms
Holly had bolted LPL for SageView with fanfare but he retained a fanbase back in San Diego which dreamed up a dream job for him
July 7, 2023 at 9:36 PM
Another RIA whisperer, Julian Lopez, has left Schwab Advisor Services after 24 years to join LPL, which he sees as more advisor-focused and 'entrepreneurial'
The Houston executive, like Kelly Smith in Chicago, was considered a key service talent for RIAs though Lopez says his circumstances differ.
February 23, 2023 at 8:14 AM
See more related moves
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
