| Name | Title | Contact Details |
|---|---|---|
James Salmon |
Chief Information Officer | Profile |
LPL Financial is a leader in the retail financial advice market and the nations largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
Widely recognized as a disruptive player in the personal finance industry, LearnVest is an award-winning subscription-based program designed to help people make progress on their money. The company combines a dedicated planner with innovative technology to help make financial planning affordable, accessible and even delightful. LearnVest previously raised more than $72MM in venture-funding led by Accel Partners, American Express Ventures and others. The company has been awarded numerous accolades, including one of Time’s “50 Best Websites,” 3 years running Best of Show awards at FinovateFall 2011, 2012 and 2013, and a Forbes cover story hailing LearnVest as an “outlier.” On [May 11], 2015, LearnVest was acquired by The Northwestern Mutual Life Insurance Company (“Northwestern”) and is now a wholly-owned subsidiary of Northwestern. Headquartered in New York, LearnVest employs just over 150 people.
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