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LPL Financial Institution Services
2810 Coliseum Centre Drive
Bldg. 5
Charlotte, NC 28217
Tel: 704-733-3917
Fax: 980-321-1013
Toll free: (800) 277-9004
Website: www.lpl.com
Craig Kamis craig.kamis@lpl.com
SVP, Business Development

Darlene Cain darlene.cain@lpl.com
AVP, Business Development









LPL Financial Institution Services is the leading broker/dealer dedicated to providing regional and community banks and credit unions with industry-leading investment program solutions. Combining service, technology, and research LPL, Financial Institution Services is a premier provider of customized solutions to over 800 financial institutions across the country. Our talented team of banking and investment industry professionals have the know-how and expertise to recognize the changing marketplace and recommend innovative solutions that help clients attract and retain customers, enhance operating efficiencies, and effectively compete for market share.

LPL Financial Institution Services is dedicated to providing competitive third-party brokerage services, investment and wealth management programs, and insurance solutions to financial institutions. We are committed to adding value to our clients’ pre-tax earnings through innovative services and technology for dedicated and platform sales programs.

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