Lynch leads Investment Research team, reporting to Chief Investment Officer Burt White
CHARLOTTE, N.C. – Oct. 18, 2017 – Leading retail investment advisory firm and independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), has announced John Lynch joined LPL as executive vice president and chief investment strategist.
“John’s addition to LPL is a tremendous asset to the firm,” said Burt White, managing director, Investor and Investment Solutions, and chief investment officer, LPL Financial. “John is an industry expert who brings the value of research to life. With his expertise, we are looking forward to the continuation of objective research that helps our advisors manage and grow their practices.”
In his role, Lynch leads the LPL Investment Research team, which consists of 12 analysts. He is responsible for economic and market analysis, investment strategy, asset allocation, portfolio management and communicating with advisors, investors and the media.
“I’m excited to be working for LPL and helping to arm our advisors with the high-quality, objective research and information they need to deliver financial advice to investors,” said Lynch.
Lynch has more than 30 years’ experience in the financial services industry. He joins LPL from Wells Fargo Private Bank, where he most recently served as senior vice president and chief investment officer for the Mid-Atlantic region. Prior to this, Lynch held roles that included chief equity strategist with Wells Fargo Asset Management, and chief market analyst for Wachovia and Evergreen Investments.
Lynch holds a Bachelor of Arts from Villanova University and an MBA in Finance from The College of William and Mary. He is FINRA Series 7, 24 and 66 licensed and is registered through LPL Financial.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to approximately $551 billion in brokerage and advisory assets as of Aug. 31, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of June 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 46,000 retirement plans with an estimated $138 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego.
Securities and advisory services offered through LPL Financial. A registered investment advisor, member FINRA/SIPC.