Evelyn Trenholm Naeny
Administrative Assistant
LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer*. Headquartered in Boston, Charlotte, and San Diego. LPL Financial offers industry leading technology, training, service and unbiased research to 14,000 financial advisors, 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial and its approximately 2,500 employees serve financial advisors at all career stages; Institutions Services, focusing on the needs of advisors and program managers in banks and credit unions; and Custom Clearing Services, working with broker dealers at leading financial services companies.
*Based on total revenues, as reported in Financial Planning magazine, June 1996-2016.