LPL Financial
Tanner Lawson, CVA, is a skilled financial analyst with extensive experience in mergers and acquisitions, currently serving as a Senior Analyst in Sell Side M&A at LPL Financial since May 2022. Prior experience includes positions as an Analyst in M&A at LPL Financial and a Financial Services Associate at Charles Schwab. Tanner's career began with roles in financial content and marketing, including at NFP Retirement Division and Kennedy Marketing Group, respectively. Tanner holds a Bachelor of Arts in Business Communications from UC San Diego, and also completed various internships and positions, demonstrating a solid foundation in both financial and customer service capacities.
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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.