Zane Nance

AVP, Business Management at LPL Financial

Role: AVP, Business Management at LPL Financial
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Zane Nance

MBA, Series 7, 63, 9/10 (8), Ohio Life, Accident & Health Insurance Licenses (inactive)

Experience

AVP, Business Management
LPL Financial
Mar 2023 — Present · Fort Mill, SC, US

Education

Ashland University
Bachelor of Science (BS)
2002 — 2006
West Virginia Wesleyan College
Master of Business Administration (MBA)
2010 — 2011
Tiffin University
Master of Business Administration (M.B.A.)
2011 — 2012

Skills

Time Management
Public Speaking
Powerpoint
Microsoft Excel
Event Planning
Marketing
Project Planning
Leadership Development
Team Leadership
Fundraising
Marketing Strategy
Customer Service
Critical Thinking
Microsoft Office
Higher Education
Leadership
Strategic Planning
Community Outreach
Research
Financial Analysis
Project Management
Coaching
Sports

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 Zane Nance

Experience

AVP, Business Management

Education

Ashland University

West Virginia Wesleyan College

Tiffin University

Skills

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