Dave Regan

Experienced Strategic Relationship Manager | Business Growth | Client Management | Consulting

Role: AVP, Advisor Relations at LPL Financial
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Dave Regan

I am a detail-oriented client relationship manager and consultant who thrives on helping…

Experience

AVP, Advisor Relations
LPL Financial
Jul 2022 — Present · San Diego, US

Education

Bridgewater State College
Bachelor of Science - BS
1996 — 2000
Massachusetts College of Finance
Finance, General
2002 — 2003

Skills

Securities
Financial Services
Risk Management
Finance
Wealth Management
Management

Contact information

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Work email
d••••••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••06

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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. finra.org sipc.org

lpl.com

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About Dave Regan

Experience

AVP, Advisor Relations

Education

Bridgewater State College

Massachusetts College of Finance

Skills

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