CHARLOTTE, N.C., Dec. 14, 2020 (Globe NEWSWIRE) — LPL Money LLC, a foremost retail expense advisory company, registered financial commitment advisor (RIA) custodian and unbiased broker-vendor, today declared that Brent Simonich has joined the firm as govt vice president, main accounting officer and treasurer, powerful today. In this function, Simonich will be responsible for shaping the forward-seeking approach, small business goals and corporate objectives for LPL’s Controllership, Treasury and Procurement functions. He is centered at the firm’s Carolinas campus and reviews to Matt Audette, LPL managing director and main financial officer.
“Brent is a verified business chief with wide experience in a wide variety of distinctive economic disciplines,” Audette explained. “His leadership, integrity and enthusiasm for serving and supporting economic advisors will be a incredible asset to the business going ahead. We are happy to welcome Brent to the LPL loved ones and glimpse forward to the a lot of contributions he will make in this critical part.”
Simonich joins LPL from E*TRADE, the place he was most not long ago EVP and chief hazard officer. He spent extra than 21 a long time of his profession at E*TRADE in numerous leadership roles, together with corporate controller, principal accounting officer and chief economic officer of E*TRADE Securities. Prior to E*TRADE, Simonich labored at Seiler LLP as a qualified general public accountant. He retains Collection 27 and 99 designations, and earned his bachelor’s degree in Business enterprise from California Polytechnic Condition University.
“I’m humbled and honored to be a part of LPL at this remarkable time in its background. The firm’s mission – to consider care of advisors so they can just take care of their customers – is an area of passion for me, and a thing I appear ahead to championing as a member of the management crew. LPL is likely by way of a period of huge expansion, fueled by a Finance organization that is among the very best in the field. I’m happy to be a part of this incredible group,” Simonich explained.
About LPL Fiscal
LPL Financial ( https://www.lpl.com ) is a leader in the retail economical guidance industry, the nation’s biggest unbiased broker-supplier** and a main custodian (or provider of custodial services) to RIAs. We provide unbiased financial advisors, specialists and financial institutions, offering them with the technological know-how, investigation, clearing and compliance companies, and follow administration plans they want to build and increase thriving methods. LPL allows them to deliver goal direction to tens of millions of American households searching for prosperity management, retirement organizing, fiscal arranging and asset management remedies.
**Based mostly on full revenues, Fiscal Preparing magazine June 1996-2020.
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All over this interaction, the terms “financial advisors” and “advisors” are made use of to refer to registered representatives and/or investment decision advisor reps affiliated with LPL Money LLC. We routinely disclose information that may possibly be critical to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.
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