Who is the new Managing Director at LPL Financial?

LPL Financial named Christa Carone Managing Director, announced March 18, 2024.

Which similar companies made leadership changes around the same time?

Dash Solutions (March 13, 2024), AnalytixInsight (March 11, 2024), Advyzon (March 5, 2024) and ClearBank (April 5, 2024) also announced leadership changes within 45 days of LPL Financial.

LPL Financial LLC Hires Christa Carone as Executive Vice President and Chief Marketing and Communication Officer

PUBLIC · LPLAMar 18, 2024

Position

Managing Director

Company

LPL Financial

Christa Carone

christa.carone@lpl.com

San DiegoFinancial ServicesSoftwareFinanceFintech

Description

LPL Financial LLC appoints Christa Carone as Executive Vice President and Chief Marketing and Communication Officer. Carone will lead the firm’s Client and Prospect Marketing, Corporate Communication, Digital & Content Operations, and Brand teams to fast-track the evolution of LPL’s brand and go-to-market strategy.

Quick answer

LPL Financial LLC Hires Christa Carone as Executive Vice President and Chief Marketing and Communication Officer (March 18, 2024). LPL Financial is based in San Diego, California, United States.

Who is the new Managing Director at LPL Financial?: LPL Financial named Christa Carone Managing Director, announced March 18, 2024.
What did LPL Financial announce on March 18, 2024?: LPL Financial LLC appoints Christa Carone as Executive Vice President and Chief Marketing and Communication Officer. Carone will lead the firm’s Client and Prospect Marketing, Corporate Communication, Digital & Content Operations, and Brand teams to fast-track the evolution of LPL’s brand and go-to-market strategy.
What does LPL Financial do?: LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.
Where is LPL Financial based?: LPL Financial is based in San Diego, California, United States.
Which similar companies made leadership changes around the same time?: Dash Solutions (March 13, 2024), AnalytixInsight (March 11, 2024), Advyzon (March 5, 2024) and ClearBank (April 5, 2024) also announced leadership changes within 45 days of LPL Financial.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Dash Solutions Appoints Tan Truong as Chief Technology Officer (March 13, 2024)
AnalytixInsight Appoints Jonathan Dwek as Chief Financial Officer (March 11, 2024)
Advyzon Appoints Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales (March 5, 2024)
ClearBank Appoints Mark Fairless as Chief Financial Officer and Megan Cooper as Chief Product Officer (April 5, 2024)
ACI Worldwide Appoints Katrinka McCallum and Juan Benitez as Independent Directors (February 29, 2024)
BharatPe Elevates Nalin Negi as CEO and Begins Search for New CFO (April 16, 2024)

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Company Information

Company

LPL Financial

Location

4707 Executive Drive

San Diego, California, United States

About

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting over 20,000 financial advisors, approximately 1,000 institution-based investment programs and approximately 500 RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. * Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021.LPL and its affiliated companies provide financial services only from the United States. Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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