EPISODE · May 21, 2025 · 58 MIN
#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy
from The Bull of Wall Street · host The Bull of Wall Street
Listen to Jimmy interview Marc about what every independent financial advisor wants to know- what is LPL Financial’s vision and plan for the future of independent advice. They discuss the Commonwealth acquisition, different affiliation opportunities with LPL, private equity, what the industry could look like in 10 years, and how advisors needto position themselves for the unprecedented transition of founder advisors to the next generation.
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#27- Marc Cohen, Group Managing Director, LPL Financial, Head of Corporate Strategy
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