Cody Klein

Experience

• 

  LPL Financial

  Jan 2016 - May 2016

  Financial Services Intern

  • Coordinated appointment scheduling, clerical work and client-facing interactions.• Participated in wholesaler meetings and gained further product knowledge.• Contributed to client relations and the art of “needs-based selling.”

• 

  TD Ameritrade

  Nov 2018 - Feb 2020

  • Relationship Manager II

    Oct 2019 - Feb 2020

  • Relationship Manager

    Nov 2018 - Oct 2019
• 

  LPL Financial

  Feb 2020 - now

  LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.

  • Regional Director

    Mar 2022 - now

  • Internal Regional Director, Business Development, LPL Financial

    Nov 2020 - Mar 2022

  • Business Development Associate

    Feb 2020 - Nov 2020