Nicole Kuhn

AVP of Institution Client Success at LPL Financial

Role: AVP, Institution Client Success at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

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Experience

AVP, Institution Client Success
LPL Financial
Sep 2024 — Present · US

Education

Coastal Carolina University
Bachelor’s Degree

Skills

Microsoft Word
Teamwork
Retail Sales
Microsoft Office
Sales
Social Media
Leadership
Time Management
Public Speaking
Research
Philanthropy
Customer Service
Organizational Leadership
Event Planning
Analysis
Economics
Powerpoint
Microsoft Excel
Facebook
Social Networking
Nonprofits

Contact information

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Work email
•••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
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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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Experience

AVP, Institution Client Success

Education

Coastal Carolina University

Skills

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