LPL Service Superstars Shine Bright

Above and beyond service to help financial advisors thrive

In its fifth year, the LPL Service Superstars program honors LPL employees who’ve been recognized by you for consistently delivering exceptional service and ensuring you have what you need to be a great financial professional. This year, more than 350 employees across LPL were nominated.

Congratulations to our seven gold Service Superstars who rose to the top! Discover their star power and the passion that drives them to serve our advisors and their offices each day. Be sure to stay until the end of the video for a list of all the nominees.

Here’s a sampling of what advisors say:

• “There have been several times when I have found myself so grateful and impressed by Allen's help. He is kind, thorough, knowledgeable, and always follows through. I feel like he actually cares and wants to make sure we get help with everything we could need on a problem. Allen, if you see this, thanks for the extra effort and being great at what you do!”
• “Leah is fantastic! She is knowledgeable about compliance. She takes a problem and runs with it to completion, and most importantly she is able to clearly communicate issues with advisors on the reason behind the issue and how to resolve it. She is delightful and open to finding workable solutions. Leah is a true gem and a treasure, please do whatever it takes to retain her! She is the best asset we've encountered at LPL since our tenure!”
• “Chris is always quick, patient, professional and super knowledgeable with responses and help. He's the one person that every single person in this office is always happy to hear on the other end of a call for them. 100% of the time. And he's super appreciated!”
• “Carla has been instrumental in getting things resolved when one hits a brick wall. She gets all the details, makes the right inquiries, does the research — even further than expected — and presents the results in detail, with ramifications of different options. She teaches you in the process by not only giving you the answer. I respect and have high esteem toward her for that.”
• “Absolutely could not have had a better experience than the one our team had with Bradley. He helped us get through a very messy transition…He was patient, hardworking, and educated us on how to use ClientWorks. LPL is lucky to have folks like Bradley. Very impressive individual.”
• “I am continually impressed with Rodel's knowledge and follow-through. I know when Rodel picks up my call that my issue will be handled without having to escalate the issue to a supervisor. He always looks for solutions to my issues and doesn't just give me a canned answer. I have the utmost confidence that he will get the job done right. He truly is my superstar on the team.”
• “Our group had a lot of questions when we first transitioned…Vergie was very patient and quite knowledgeable with the systems and helped with anything else we had issues with. We really appreciate all she did to help us through everything.”

_{The views and opinions expressed by the LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.}

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