Loretta Yerkes

AVP, Advisor Solutions Manager @ LPL Financial | PMP

Role: AVP, Advisor Solutions Manager at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Loretta Yerkes

I’m a technology and transformation leader focused on turning complex business challenges…

Experience

AVP, Advisor Solutions Manager
LPL Financial
May 2025 — Present

Education

University of Phoenix
Bachelor of Science - BS
2008 — 2010
University of Phoenix
Masters
2010 — 2012

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.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 Loretta Yerkes

Experience

AVP, Advisor Solutions Manager

Education

University of Phoenix

University of Phoenix

Find verified contacts for anyone on LinkedIn