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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Robert Pettman
EVP at LPL Financial


Rob Pettman serves as executive vice president of Wealth Management Solutions for LPL Financial. In this role, he is responsible for managing LPL’s wealth management platform which includes overseeing investment product distribution, advisory platforms, research, retirement plan business, and relationships with product and technology companies. Throughout his 17 years at LPL, Mr. Pettman has worked in various roles across investment product management and wealth management strategy.

In addition to his role at LPL, he is currently on the boards of the Insured Retirement Insitute, the Optimum Funds board, the Money Management Institute and an advisory board member for FLX Distribution.

Prior to joining LPL in 2005, Mr. Pettman was a financial advisor working exclusively with trial lawyers in the areas of settlement planning, trusts, and structured settlements.

He received a Bachelor of Arts degree from Eckerd College and a Master of Business Administration from the University of Southern California.

Agenda Sessions

  • The Future of Wealth Management: How Investment, Fintech and RIA channels are Converging to Change the Future of Advice