LPL Financial LLC announced today that Garrett Fish has been appointed as senior vice president and head of the company. Fish will be responsible for overseeing the operations of the company and its subsidiaries, as well as providing strategic direction and guidance. Fish brings a wealth of experience in leading financial services companies, having previously served as executive vice president and head of wealth management at Charles Schwab & Co., Inc.
Fish has an extensive background in the financial services industry, having worked in various roles for over two decades. He has held executive leadership positions in many of the largest wealth management firms in the country, including JPMorgan Chase & Co. and Fidelity Investments. In addition, Fish has served as an advisor to a variety of global financial technology companies.
At LPL Financial, Fish will be responsible for driving the company’s growth and expansion. He will also be tasked with creating and executing strategies to strengthen its position in the marketplace. He will oversee the development and implementation of new products, services, and technologies that will further enhance the company’s offering.
LPL Financial CEO Dan Arnold commented on the appointment, stating, “Garrett is a proven leader in the financial services industry and a perfect fit for LPL. His experience and knowledge will be invaluable to our company’s success. We’re excited to have him join our team and look forward to working with him to take LPL to the next level.”
Fish expressed his enthusiasm for the role, stating, “I’m excited to join the LPL team and to help the company continue its strong history of growth and innovation. I look forward to working with the team to build on the company’s success and help it reach its full potential.”
Fish has an MBA from Harvard Business School and a B.S. in Business Administration from the University of Southern California. He has published several research papers on financial services and has served on the boards of various financial technology companies.
In addition to Fish’s appointment, LPL Financial has recently announced the hiring of Eric Fenton and Rodney Wangler as financial advisors, and the addition of Irwin as a Financial Advisor to its broker-dealer, RIA, and custodial platforms.
The company has also recently announced the launch of its new “My LPL” platform, which will enable advisors to access their accounts, manage their portfolios, and communicate with clients all from one place. The platform is designed to make it easier for advisors to work more efficiently and effectively.
LPL Financial continues to invest in technology and products to provide advisors with the resources they need to better serve their clients. The company recently announced that it has launched its new “Advisor Insights” platform, which provides advisors with market insights and financial news to help them make better decisions for their clients.
The company has also announced the launch of its new “LPL Portfolio Review” service, which provides advisors with a comprehensive view of their clients’ portfolios and helps them identify areas of opportunity. The service is designed to help advisors assess their clients’ Investments and provide guidance and advice.
These recent developments are just a few examples of LPL Financial’s commitment to providing advisors with the tools and resources they need to serve their clients. As the company continues to invest in technology and products, it is clear that it is dedicated to helping advisors succeed.
LPL Financial Holdings Inc. (NASDAQ: LPLA) is a leading independent broker-dealer and registered invest advisor. The company provides a comprehensive platform of brokerage and invest advisory services to over 14,000 independent financial advisors, including financial advisors at banks and credit unions, as well as to institutions and independent financial advisors.
With the appointment of Garrett Fish and the launch of its new platforms, LPL Financial is well-positioned to continue its success in the financial services industry. As it continues to invest in technology and products, it is clear that the company is committed to helping advisors succeed.
LPL Financial is a trusted partner for financial advisors, providing them with the tools and resources they need to serve their clients. With the appointment of Garrett Fish and the launch of its new platforms, LPL Financial is well-positioned to continue its success in the financial services industry.
