LPL Financial LLC Names Ed Fandrey as Managing Director, Divisional President, Advisor Solutions
January 19, 2021 at 04:05 pm EST
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LPL Financial LLC announced that Ed Fandrey has joined the firm as managing director, divisional president, Advisor Solutions. In this newly-created role, Fandrey will lead the company’s strategic plan to expand engagement with advisors, partnering with them to utilize the firm’s evolving affiliation models, optimally leverage its tools and capabilities, and fully support their growth initiatives and other business needs. He will be based at the firm’s San Diego campus and reports to President & CEO Dan Arnold. Fandrey was most recently vice president of the Financial Services business at Microsoft.
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm company. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises (collectively, advisors) in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, the Company offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products.
LPL FINANCIAL HOLDINGS INC. 
