Profile
Mr. Brent B. Simonich, CPA, is a Chief Risk Officer & Executive Vice President at LPL Financial Holdings, Inc., a Managing Director, Chief Risk Officer & Head of Business Operations at LPL Financial LLC and a Chief Financial Officer at E*TRADE Clearing LLC.
He is on the Board of Directors at Junior Achievement of Greater Washington.
He leads LPL’s Risk, Compliance, Operations and Transformation teams.
Prior to joining LPL, Mr. Simonich served as Executive Vice President & Chief Risk Officer at E*TRADE.
He received his undergraduate degree from California Polytechnic State University (San Luis Obispo).
Brent Simonich active positions
| Companies | Position | Start |
|---|---|---|
E*TRADE Clearing LLC
E*TRADE Clearing LLC Investment Banks/BrokersFinance Provides online stock brokerage and investing services | Director of Finance/CFO | - |
Junior Achievement of Greater Washington
Junior Achievement of Greater Washington Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit educational organization | Director/Board Member | - |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Treasurer | 30/11/2020 |
Former positions of Brent Simonich
| Companies | Position | End |
|---|---|---|
| E*TRADE FINANCIAL, LLC | Comptroller/Controller/Auditor | 16/01/2020 |
| LPL FINANCIAL HOLDINGS INC. | Comptroller/Controller/Auditor | 10/05/2023 |
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Director of Finance/CFO | - |
Training of Brent Simonich
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
E*TRADE Financial Corp.
E*TRADE Financial Corp. Investment Banks/BrokersFinance Provides online stock brokerage and investing services | Finance |
E*TRADE Clearing LLC
E*TRADE Clearing LLC Investment Banks/BrokersFinance Provides online stock brokerage and investing services | Finance |
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
LPL Financial Holdings, Inc.
LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
California Polytechnic State University (San Luis Obispo)
California Polytechnic State University (San Luis Obispo) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Junior Achievement of Greater Washington
Junior Achievement of Greater Washington Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit educational organization | Commercial Services |
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