Dan Arnold
Chief Executive Officer presso LPL FINANCIAL HOLDINGS INC.
Patrimonio netto: 38 M $ in data 29/02/2024
Profilo
Dan H. Arnold è presidente, amministratore delegato e direttore di LPL Financial LLC e di LPL Financial Holdings, Inc. e presidente, tesoriere e direttore di LPL Holdings, Inc. Fa parte del Consiglio di amministrazione di American Securities Association, LPL Financial Holdings, Inc., Bank Insurance & Securities Association e LPL Holdings, Inc. In LPL Financial Holdings, il signor Arnold ha ricoperto il ruolo di amministratore delegato dell'azienda dal gennaio 2017. È stato presidente dal marzo 2015, con la responsabilità delle funzioni principali dell'azienda rivolte ai clienti e della strategia a lungo termine per la crescita. È stato direttore finanziario dell'azienda da giugno 2012 a marzo 2015 ed è stato responsabile della formulazione della politica finanziaria, guidando gli sforzi di gestione del capitale dell'azienda e garantendo l'efficacia delle funzioni finanziarie dell'organizzazione. Prima del 2012, è stato amministratore delegato, capo della strategia, con responsabilità per la pianificazione strategica a lungo termine per l'azienda, lo sviluppo di prodotti e piattaforme, e gli investimenti strategici, comprese le acquisizioni. Ha anche servito come presidente di divisione dei servizi istituzionali dell'azienda. Il sig. Arnold si è unito all'azienda nel gennaio 2007 dopo l'acquisizione da parte dell'azienda di UVEST Financial Services Group, Inc. (UVEST). Prima di entrare nell'azienda, il signor Arnold ha lavorato presso UVEST per 13 anni, servendo più recentemente come presidente e direttore operativo. Da aprile 2015 a luglio 2018, ha fatto parte del consiglio di amministrazione della Securities Industry and Financial Markets Association (SIFMA). Ha conseguito una laurea in ingegneria elettrica alla Auburn University e un master in finanza alla Georgia State University.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
26/02/2024 | 141 810 ( 0.19% ) | 38 M $ | 29/02/2024 |
Posizioni attive di Dan Arnold
Società | Posizione | Inizio |
---|---|---|
LPL FINANCIAL HOLDINGS INC. | Chief Executive Officer | 03/03/2017 |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Chief Executive Officer | 01/01/2017 |
Bank Insurance & Securities Association
Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Director/Board Member | - |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | President | - |
American Securities Association
American Securities Association Miscellaneous Commercial ServicesCommercial Services The American Securities Association is a non-profit organization that advocates for the interests of broker-dealers and investors. The non-profit company is based in Washington. The association recently sent a comment letter to the SEC regarding new mandates related to cybersecurity policies. The American company also supports Representative Pete Sessions ’ legislation codifying a U.S. Securities and Exchange Commission (SEC) staff no-action letter that allows brokers-dealers to continue to be compensated for providing research services without registering as investment advisers. The association works in communities across the country to create jobs, grow the economy, and increase prosperity for all Americans. | Director/Board Member | 01/04/2019 |
Precedenti posizioni note di Dan Arnold
Società | Posizione | Fine |
---|---|---|
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Director/Board Member | 01/07/2018 |
UVEST Financial Services Group, Inc.
UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | President | 02/01/2007 |
Optimum Fund Trust | Director/Board Member | - |
Arnold & Porter LLP
Arnold & Porter LLP Miscellaneous Commercial ServicesCommercial Services Arnold & Porter LLP is engaged in the provision of legal services. It offers transactional, regulatory, and litigation services in the areas of antitrust and competition, appellate and supreme court, attorney liability, bankruptcy and corporate restructuring, compensation and benefits, congressional investigations, consumer product safety, consumer protection and advertising, corporate and securities, derivatives and commodities, financial services, government contracts, intellectual property, international arbitration, international trade, labor and employment, legislative and public policy, litigation, national and homeland security, private client services, product liability litigation, public international law, real estate, and white collar criminal defense. The company was founded by Thurman Wesley Arnold, Paul Aldermandt Porter, and Abraham Fortas in 1946 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
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Formazione di Dan Arnold
Auburn University | Undergraduate Degree |
Georgia State University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 1 |
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LPL FINANCIAL HOLDINGS INC. | Finance |
Aziende private | 9 |
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Arnold & Porter LLP
Arnold & Porter LLP Miscellaneous Commercial ServicesCommercial Services Arnold & Porter LLP is engaged in the provision of legal services. It offers transactional, regulatory, and litigation services in the areas of antitrust and competition, appellate and supreme court, attorney liability, bankruptcy and corporate restructuring, compensation and benefits, congressional investigations, consumer product safety, consumer protection and advertising, corporate and securities, derivatives and commodities, financial services, government contracts, intellectual property, international arbitration, international trade, labor and employment, legislative and public policy, litigation, national and homeland security, private client services, product liability litigation, public international law, real estate, and white collar criminal defense. The company was founded by Thurman Wesley Arnold, Paul Aldermandt Porter, and Abraham Fortas in 1946 and is headquartered in Washington, DC. | Commercial Services |
BellSouth LLC
BellSouth LLC Major TelecommunicationsCommunications BellSouth LLC operates as a telecommunications holding company. It provides wire line communication services including local exchange, network access, intra local access, and internet services. The firm also offers print and online directory advertising. The company was founded in 1983 and is headquartered in Atlanta, GA. | Communications |
UVEST Financial Services Group, Inc.
UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance |
Optimum Fund Trust | Miscellaneous |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Finance |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Commercial Services |
Bank Insurance & Securities Association
Bank Insurance & Securities Association Miscellaneous Commercial ServicesCommercial Services Bank Insurance & Securities Association is a business association. The non-profit company is based in Washington. | Commercial Services |
American Securities Association
American Securities Association Miscellaneous Commercial ServicesCommercial Services The American Securities Association is a non-profit organization that advocates for the interests of broker-dealers and investors. The non-profit company is based in Washington. The association recently sent a comment letter to the SEC regarding new mandates related to cybersecurity policies. The American company also supports Representative Pete Sessions ’ legislation codifying a U.S. Securities and Exchange Commission (SEC) staff no-action letter that allows brokers-dealers to continue to be compensated for providing research services without registering as investment advisers. The association works in communities across the country to create jobs, grow the economy, and increase prosperity for all Americans. | Commercial Services |