LPL Financial Names John Lynch Executive Vice President and Chief Investment Strategist
October 18 2017 - 9:00AM
Leading retail investment advisory firm and independent
broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL
Financial Holdings Inc. (NASDAQ:LPLA), has announced John Lynch
joined LPL as executive vice president and chief investment
strategist.
“John’s addition to LPL is a tremendous asset to the firm,” said
Burt White, managing director, Investor and Investment Solutions,
and chief investment officer, LPL Financial. “John is an industry
expert who brings the value of research to life. With his
expertise, we are looking forward to the continuation of objective
research that helps our advisors manage and grow their
practices.”
In his role, Lynch leads the LPL Investment Research team, which
consists of 12 analysts. He is responsible for economic and market
analysis, investment strategy, asset allocation, portfolio
management and communicating with advisors, investors and the
media.
“I’m excited to be working for LPL and helping to arm our
advisors with the high-quality, objective research and information
they need to deliver financial advice to investors,” said
Lynch.
Lynch has more than 30 years’ experience in the financial
services industry. He joins LPL from Wells Fargo Private Bank,
where he most recently served as senior vice president and chief
investment officer for the Mid-Atlantic region. Prior to this,
Lynch held roles that included chief equity strategist with Wells
Fargo Asset Management, and chief market analyst for Wachovia and
Evergreen Investments.
Lynch holds a Bachelor of Arts from Villanova University and an
MBA in Finance from The College of William and Mary. He is FINRA
Series 7, 24 and 66 licensed and is registered through LPL
Financial.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial
Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial
advice market and provided service to approximately $551 billion in
brokerage and advisory assets as of Aug. 31, 2017. LPL is one of
the fastest growing RIA custodians and the nation’s largest
independent broker-dealer (based on total revenues, Financial
Planning magazine June 1996-2017), and the firm and its financial
advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent
Reports™ study. The Company provides proprietary technology,
comprehensive clearing and compliance services, practice management
programs and training, and independent research to more than 14,000
financial advisors and over 700 financial institutions, enabling
them to provide a range of financial services including wealth
management, retirement planning, financial planning and other
investment services to help their clients turn life’s aspirations
into financial realities. As of June 30, 2017, financial advisors
associated with LPL served more than 4 million client accounts
across the U.S. as well as an estimated 46,000 retirement plans
with an estimated $138 billion in retirement plan assets.
Additionally, LPL supports approximately 3,700 financial advisors
licensed and affiliated with insurance companies with customized
clearing, advisory platforms, and technology solutions. LPL
Financial and its affiliates have more than 3,400 employees with
primary offices in Boston, Charlotte, and San Diego. For more
information, visit www.lpl.com.
Securities and advisory services offered through LPL Financial.
A registered investment advisor, member FINRA/SIPC.
Media Contact:Jeff
Mochal 704-733-3589Jeffery.Mochal@lpl.com
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