David Harrison
Senior-level wealth management professional with extensive experience in leading multiple investment product lines and driving multibillion-dollar growth through financial product development, launch, and oversight.
- Role
- AVP, Investment Products at LPL Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David Harrison
Investment Advisory Mutual Funds Brokerage Annuity Insurance Financial…
Experience
AVP, Investment Products
Jun 2025 — Present · Houston, TX, US
Lead LPL’s investment product team overseeing mutual funds, money markets, and tax advantaged solutions such as 529s, ensuring a competitive and advisor-aligned platform.• Oversee product due diligence, onboarding, and ongoing management, including shelf optimization and regulatory alignment in partnership with Operations, Marketing, Technology, Legal, Risk, and Compliance.• Set product pipeline priorities to support firm growth and evolving advisor demand, industry trends, platform benchmarking, and insights from acquisitions.• Serve as subject matter expert and escalation point for complex advisor issues and lead initiatives to enhance product education, positioning, and advisor engagement across investment solutions.• Support asset manager relationships and explore innovative structures for platform evolution and growth.
Education
Texas A&M University
Master of Business Administration - MBA
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