LPL Financial
James Lee is a seasoned finance professional with extensive experience in investor products and digital platforms. Currently serving as Senior Vice President of Investor Products at LPL Financial since May 2022, James previously held the position of Senior Managing Director at Charles Schwab, where responsibilities included overseeing Schwab.com from November 2020 to May 2022. James's career also encompasses over 15 years at TD Ameritrade in various leadership roles, culminating as Director of Web and Research, and earlier experience as Assistant Manager, Corporate Trainer, and Consultant at Datek. James holds a Bachelor of Arts in Business Administration from Cornell University, earned between January 1995 and January 1999.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves 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.