Broker-Dealers 1,000 Advisors or More
| Chief Executive Officer of the Year
As CEO and President of LPL, Dan’s vision and leadership are foundational to shaping perceptions with key stakeholders. According to a McKinsey & Co. report, excellent CEOs proactively shape stakeholders’ views;, commit to making a big-picture impact, and build corporate resilience ahead of a crisis. Dan’s authentic pursuit to deliver on LPL’s mission enables value creation across stakeholders– inspiring employees, enabling advisors to be great, supporting the firm’s growth, shaping the industry, creating resiliency through disruption, and providing greater access to objective advice from an advisor.
• Leader in the markets: largest IBD -advisors/revenue; No. 1 Kehrer Bielan Annual TPM report, a top RIA Custodian, Cerulli
• 4,000+ employees publicly traded (Nasdaq- LPLA); serves over $925B as of 2/28/21 AUM, 6M (yearend) investor accounts.