Verified recordFinancial Services

Andrew Spallone

Financial Analyst at Lpl Financial

Based in Charlotte, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Charlotte

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

a•••••••@lpl.com

Phone

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Background

About Andrew Spallone

I’m a Financial Analyst in LPL’s Foundational Analyst Rotational (FAR) Program, currently in my first rotation with Advisor Capital. I support underwriting and analysis for financial advisors considering joining LPL, assessing their books of business and disbursing transition assistance. The role requires cross-department collaboration and a balance of analytical precision with strategic communication to maintain returns. I graduated Magna Cum Laude from the University of San Diego with degrees in Finance and Philosophy and previously interned with Colorescience, where I improved cash forecasting and accounts receivable workflows. Outside of work, I enjoy golf, any sport involving a racquet, and exploring watchmaking. I also hope to obtain my private pilot’s license in the future.

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