GB
Giana Bernal
Team Lead at Lpl Financial
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Work Experience
Jan 2018 - Present · 6 years and 11 months
Team Lead
Apr 2024 - Present · 8 months
Client Service Professional
Jan 2018 - Present · 6 years and 11 months
Life Insurance Agent
Mar 2015 - Present · 9 years and 9 months
Company Details
5001-10000 Employees
LPL Financial is a leader in the retail financial advice market and the nation’s 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 personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.
Year Founded
1989
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Banks & Financial Services, Long Term Care, Investment Services, Retirement & Financial Planning, Tax Services
HQ Location
4707 Executive Drive San Diego, CA 92121-1968, US
Keywords
Independent Broker/DealerInstitution ServicesRIAIndependent AdvisorsCustom Clearing ServicesFinancial Services
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