LPL Financial Announces Appointment of Dan Allen as President of the Private Trust Company
June 19, 2024
June 19, 2024
SAN DIEGO, Texas, June 19 -- LPL Financial Holdings Inc., an investment advisory firm company, issued the following news release on June 18, 2024:
LPL Financial LLC today announced that Dan Allen has been promoted to President of The Private Trust Company (PTC), a national trust bank and affiliate of LPL. In this expanded role, Allen is tasked with scaling LPL's trust offering to help meet the growing demand from advisors and their clients for comprehensive legacy planning. He repor . . .
LPL Financial LLC today announced that Dan Allen has been promoted to President of The Private Trust Company (PTC), a national trust bank and affiliate of LPL. In this expanded role, Allen is tasked with scaling LPL's trust offering to help meet the growing demand from advisors and their clients for comprehensive legacy planning. He repor . . .