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LPL Financial

Email address and contacts

Quick try with Harpreet Kaur from lpl.com

LPL Financial company description

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.

Key Employees

  • Harpreet Kaur
    Vice President
  • Tina Graham
    Chief Risk Officer (CRO)
  • John Cleary
    Financial Advisor

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New team members of LPL Financial

Hugh Morris
Financial Advisor
Rick Outcalt
AVP, Business Mgmt. Large Enterprises
Jon Rienstra
Financial Advisor
Penny Bacharach
Financial Advisor/Registered Principal
Brad Tharp
Independent Investment Representative and Financial Consultant
Emily Gomez
Customer Service Support Specialist
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