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    Carter Gibson

    Senior Finance Leader

    Carter Gibson is a senior leader at LPL Financial, a Fortune 500 financial services company.1 He currently holds the position of Senior Vice President and Head of Corporate FP&A (Financial Planning and Analysis) at LPL Financial.5 With over 20 years of experience in the industry, Gibson has established himself as a seasoned professional in the financial sector.1

    Throughout his career at LPL Financial, Gibson has taken on various roles and responsibilities:

    Leadership in M&A and Succession Planning

    Gibson has served as the Vice President and Head of Advisor M&A (Mergers and Acquisitions) at LPL Financial.26 In this capacity, he works with a network of approximately 20,000 independent financial advisors, assisting them with mergers, acquisitions, and succession planning strategies.2

    Financial Solutions Expertise

    As Vice President of Financial Solutions, Gibson has been involved in helping financial advisors protect and enhance the value of their businesses.3 He has shared insights on topics such as succession planning and business valuation in the financial advisory industry.

    Corporate Strategy and Finance

    Gibson's background includes experience in business strategy and corporate finance. His current role as Head of Corporate FP&A likely involves overseeing financial planning, budgeting, and analysis for LPL Financial at a strategic level.

    Education and Professional Development

    Carter Gibson's educational background includes studies at Thomas Edison State University.1 He continues to contribute to the professional development of others, as evidenced by his involvement in welcoming new analyst classes to LPL Financial.4

    Gibson's LinkedIn profile can be found under the username "carterbgibson," where more details about his professional experience and accomplishments may be available.1

    Highlights

    Jun 28 · lpl.com
    How Financial Advisors Can Protect the Value of Their Business
    Advisor Innovations: Carter Gibson on Planning for Your Firm's Future
    LPL Loses M&A Head Jeremy Holly to RIA SageView Advisory Group - WealthManagement.com

    Related Questions

    What are Carter Gibson's main responsibilities at LPL Financial?
    How did Carter Gibson start his career in financial services?
    What is Carter Gibson's educational background?
    What are some notable achievements of Carter Gibson at LPL Financial?
    How does Carter Gibson contribute to the success of LPL Financial's advisors?
    Carter Gibson
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    Location

    San Diego, California, United States