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August 2021

LPL Financial LLC Appoints Greg Gates as Managing Director and Chief Technology & Information Officer

LPL Financial LLC (Nasdaq:LPLA) announced that Greg Gates has been named managing director and Chief Technology & Information Officer, effective immediately. In this role, Greg will oversee all aspects of the firm’s technology and systems applications, leading the firm’s efforts to deliver a differentiated technology experience for LPL advisors, RIAs and institutions, and their clients.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets they serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.