LPL Financial

We're not just growing – we're creating opportunities. With plans to expand our Tempe team to 1,000 strong, we're looking for talented individuals to join our mission of serving financial advisors and institutions nationwide. Watch to see our spectacular new space and learn how you can be part of our journey in Tempe! Check out our career opportunities → career.lpl.com

As Hurricane Milton continues inland, our thoughts are with everyone in its path. The safety of our employees, clients, and the millions of Americans impacted by this storm is our top priority. Our teams continue to monitor the situation and are here to help wherever we can. Please stay safe.

Ready for liftoff? 🚀 #LPLElevate is approaching T-minus zero and we're bringing Space City to you. Follow our mission on Instagram (@lpl_financial) for real-time updates, behind-the-scenes peeks, and out-of-this-world insights for advisors aiming to scale to the next level.

My thanks to many of you – colleagues, clients, partners and friends – who have reached out this week offering your support of my new role. I am humbled and honored to guide LPL Financial through this leadership transition. As many of you know, I am a massive fan of our industry. And, in my new role as interim CEO for LPL, I’ll continue to be a vocal advocate for our clients, who too respect the significant responsibility of bringing quality financial advice to American families. While change is always present, one thing has endured since I joined LPL six years ago: every day, our employees and our clients inspire me. We have incredible momentum in the marketplace. I am so grateful for everyone who makes LPL the outstanding firm it is today and will be in the future.

Founded in 1996 by Tom Noble, The Noble Group has been a beacon of holistic wealth management in Sugar Land and Dallas, Texas. Now, as they pass the torch to the next generation led by Joey Rose, they're not just changing affiliations – they're revolutionizing their approach to client service. By partnering with LPL, The Noble Group is plugging into a powerhouse of digital capabilities and integrated platforms. This means their team of nine advisors and 13 support staff can focus on what they do best: serving high-net-worth families, retirees, and business owners with personalized, top-tier financial strategies. But it's not just about today - it's about tomorrow. This move sets The Noble Group up as a magnet for fresh talent, ready to nurture the next wave of financial advisors in an industry that never stands still. Learn more → https://bit.ly/4eLQjPy

#LPLNews: LPL has closed its acquisition of Atria Wealth Solutions, a wealth management solutions holding company supporting approximately 2,400 advisors and about 150 banks and credit unions serving about $100B in assets. Learn how this deal advances LPL’s role in transforming the advisor experience through independent and institutional wealth management services → https://bit.ly/4eLvnrT

We're excited to introduce Cheri Belski, executive vice president and head of Investment Management Solutions. With over 25 years of experience, Cheri will be instrumental in empowering our advisors and institutions to deliver exceptional advice and run thriving businesses through product differentiation and optionality. "Her extensive experience and diverse background make her the ideal leader to continue to evolve LPL's investment solutions and innovative services that help advisors meet the increasingly diverse and sophisticated needs of advisors and their clients," said Aneri Jambusaria, managing director of LPL Business and Wealth Solutions. Learn more → https://bit.ly/3BjVUhu

This #HispanicHeritageMonth, we're not just celebrating—we're learning. We're embracing the innovative spirit that's propelled the Hispanic community forward, breaking barriers and redefining success across industries. We believe progress isn't just about achievements. It's about people. It's about the resilience to face challenges head-on and the unity to lift each other up. We're committed to fostering an environment where diverse voices aren't just heard—they're amplified. Where new ideas aren't just welcome—they're sought after. Because in our world, change isn't just inevitable. It's an opportunity to lead.

Tech enthusiast? Finance whiz? Business strategist? We've got a place for you. Our 10-week summer internship is your ticket to take the #LEAPatLPL. This week, we're at Auburn University meeting with future leaders like you. Ready to turn your passion into your profession? Discover more → https://lnkd.in/dDb9vp4n

As we welcome the #AutumnEquinox today, we're reminiscing about last week's golden moments at #LPLSummit! Our Autumn Peaks happy hour was the perfect prelude to fall. From pale yellow aspens to rich amber spirits, every moment was pure gold. Who knew networking could taste this good? 🍁🥃