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Edward Fandrey Biography and Net Worth

Director of LPL Financial

Ed Fandrey is the managing director and divisional president of Advisor Solutions for LPL Financial. He is responsible for the company’s strategic plan to expand engagement with advisors, partnering with them to utilize the firm’s evolving affiliation models, optimally leverage its tools and capabilities, and fully support their growth initiatives and other business needs. Mr. Fandrey also leads the Growth Solutions team, which helps advisors attract new clients, service additional client assets, retain investors, and manage their practices; and the Conferences and Communities team, which focuses on providing the best conference experiences in the industry and building advisor communities across LPL.

Before joining LPL in 2021, Mr. Fandrey spent 21 years at Microsoft leading technology and sales organizations. His most recent role was vice president of the Financial Services business, where he led an organization of sales, support, technology, and customer success professionals driving client-centric digital transformation across leading banks, insurance companies, hedge funds, and capital markets firms.

Mr. Fandrey earned his bachelor’s degree in psychology from the State University of New York at Albany, and has multiple technology and developer certifications.

How do I contact Edward Fandrey?: The corporate mailing address for Mr. Fandrey and other LPL Financial executives is 4707 EXECUTIVE DRIVE, SAN DIEGO CA, 92121. LPL Financial can also be reached via phone at (800) 877-7210 and via email at [email protected]. Learn More on Edward Fandrey's contact information.
Has Edward Fandrey been buying or selling shares of LPL Financial?: Edward Fandrey has not been actively trading shares of LPL Financial during the last ninety days. Most recently, Edward Fandrey sold 1,784 shares of the business's stock in a transaction on Tuesday, November 30th. The shares were sold at an average price of $158.56, for a transaction totalling $282,871.04. Learn More on Edward Fandrey's trading history.
Who are LPL Financial's active insiders?: LPL Financial's insider roster includes Dan Arnold (CEO), Matthew Audette (CFO), Matthew Enyedi (Director), Edward Fandrey (Director), William Glavin, Jr. (Director), Aneri Jambusaria (Director), Sallie Larsen (Director), Michelle Oroschakoff (Director), Scott Seese (Director), Kabir Sethi (Director), Brent Simonich (CAO), Richard Steinmeier (Director), and George White (Director). Learn More on LPL Financial's active insiders.
Are insiders buying or selling shares of LPL Financial?: In the last twelve months, insiders at the financial services provider sold shares 7 times. They sold a total of 65,828 shares worth more than $17,485,377.01. The most recent insider tranaction occured on June, 14th when CEO Dan H Arnold sold 5,677 shares worth more than $1,574,288.87. Insiders at LPL Financial own 1.3% of the company. Learn More about insider trades at LPL Financial.
Information on this page was last updated on 6/14/2024.

Edward Fandrey Insider Trading History at LPL Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
11/30/2021	Sell	1,784	$158.56	$282,871.04
8/26/2021	Sell	1,784	$148.78	$265,423.52

Edward Fandrey Buying and Selling Activity at LPL Financial

LPL Financial Company Overview

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at enterprises in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, fixed income, alternative investments, retirement and 529 education savings plans, and insurance. The company also provides fee-based platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market products; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

Today's Range

Now: $323.24

$317.09

$326.76

50 Day Range

MA: $258.57

$205.71

$317.93

2 Week Range

Now: $323.24

$187.19

$326.76

Volume

485,083 shs

Average Volume

738,181 shs

Market Capitalization

$24.20 billion

P/E Ratio

24.30

Dividend Yield

0.38%

Beta

0.85