Tyson Lozano

Regional Director at LPL Financial

Role: Regional Director at LPL Financial
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Tyson Lozano

My mission is to work with financial advisors seeking greater control over their…

Experience

Regional Director
LPL Financial
Aug 2023 — Present · San Francisco, CA, US

Education

University of California, Los Angeles
Bachelor of Arts
1999 — 2003

Skills

Financial Advisory
Series 7
Fixed Annuities
Recruiting
Series 6
Insurance
Retirement
Public Speaking
Life Insurance
Finance
Financial Planning
Business Development
Wealth Management
Investments
Financial Services
Retirement Planning
Series 63

Contact information

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Work email
t••••••••@lpl.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••67

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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 Tyson Lozano

Experience

Regional Director

Education

University of California, Los Angeles

Skills

Find verified contacts for anyone on LinkedIn