Erik Peterson

Supervisory Principal - Complex Product Supervision

Role: Complex Products Supervisory Principal - Structured Products at LPL Financial
Location: Lexington, KY, US
LinkedIn followers: 500 followers

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About Erik Peterson

Registered financial professional with over 13 years of experience utilizing customer…

Experience

Complex Products Supervisory Principal - Structured Products
LPL Financial
Jan 2025 — Present

Education

Minnesota State Moorhead
B.S., Business Administration (Emphasis in Marketing)
2008 — 2012
W. P. Carey School of Business – Arizona State University
Master of Business Administration - MBA, Finance, International Business
2019 — 2021

Contact information

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Work email
•••••@lpl.com
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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 Erik Peterson

Experience

Complex Products Supervisory Principal - Structured Products

Education

Minnesota State Moorhead

W. P. Carey School of Business – Arizona State University

Find verified contacts for anyone on LinkedIn