Profile
Mr. Ben Welch, CFA, is an Executive Vice President of Trading at LPL Financial LLC.
He works to develop and implement innovative strategies to enhance LPL’s support of this key function of investment management, partnering with service and support leaders to deliver a differentiated advisor experience.
Mr. Welch joins LPL after a long career at TD Ameritrade, where he was most recently managing director, Institutional Trading and Technology Services.
In that role, he oversaw TD Ameritrade’s Institutional Trading business as well as the Technology Services division, which supports platforms for RIAs and their clients.
He also held several other leadership positions at TD Ameritrade, including managing director, Product Management; director, iRebal; and senior manager, product management.
Mr. Welch graduated from the State University of New York at Buffalo with a bachelor’s of science in business administration.
He is a Chartered Financial Analyst charter holder.
Ben Welch active positions
Companies | Position | Start |
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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. | Trading-Equity | 2020-10-31 |
Training of Ben Welch
The University At Buffalo School of Management | Graduate Degree |
Experiences
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1st degree connections
1st degree companies
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Linked companies
Private companies | 1 |
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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 |
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