Paul Koehler

Vice President- Central Divisional Manager @ LPL Financial | Building Strategic Partnerships

Role
Vice President- Central Divisional Manager at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Paul Koehler

As a customer-focused sales leader with more than nineteen years of sales and marketing…

Experience

  1. Vice President- Central Divisional Manager

    LPL Financial

    Jan 2025 — Present · Charlotte, NC, US

Education

  • Lindsey Wilson College

    B.A.

    1995 — 1999

Skills

  • Series 6
  • Insurance
  • 401(K) Retirement Savings Plans
  • Business Relationship Management
  • Series 7
  • Alternative Investments
  • Investment Management
  • Variable Annuities
  • 401k
  • Asset Allocation
  • Mutual Funds
  • Public Speaking
  • Client Services
  • Trading
  • Fixed Annuities
  • Etfs
  • Retirement
  • Sales
  • Wholesale
  • Strategic Financial Planning
  • Relationship Building
  • Financial Services
  • Wealth Management
  • Financial Advisory
  • Exchange Traded Products
  • Investments
  • Series 63
  • Retirement Planning
  • Client Relations

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Paul Koehler — Vice President- Central Divisional Manager at LPL Financial in Charlotte, NC, US | Unifers