Terri Payne

Senior Vice President Business Transition Partners LPL Financial

Role
Senior Vice President Business Transitions at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Terri Payne

Business Transition Partners is an experienced team of transition managers, investment consultants and repapering specialists who work together to streamline an advisor\'s broker/dealer transition with precision planning and execution. We take the time to learn about our prospective advisors and their practices and develop a custom plan based on their unique needs and challenges - helping to ensure their transition is as seamless as possible

Experience

  1. Senior Vice President Business Transitions

    LPL Financial

    Feb 2022 — Present · Fort Mill, SC, US

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Terri Payne — Senior Vice President Business Transitions at LPL Financial in Charlotte, NC, US | Unifers