LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer. Headquartered in Boston, San Diego, and Charlotte, LPL Financial and its affiliates offer industryleading technology, training, service, and unbiased research to 11,422 financial advisors, 752 financial institutions, and over 4,000 institutional clearing and technology subscribers. LPL Financial has $275 billion in assets under management.
For LPL, M Squared has provided an interim recruiter as well as consultants for a range of projects, including strategic decision support, organizational capacity modeling, process assessment, process mapping, validating a re-designed investor statement, and conducting an Anti-Money Laundering (AML) compliance audit.“M Squared really takes the time to understand our business, our culture, and our needs,” says Garrett Beam, vice president of finance. “The consultants hit the ground running and bring immediate value to the table. The M Squared team connects the dots across our disparate initiatives and carries that context to all LPL engagements.”
What higher praise could come from a financial executive at a top financial services company? “I feel confident,” says Beam, “that we have seen a significant return on our investment with M Squared .”
