Donna P.
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Donna P. Email & Phone Number

Supervisory Principal, LPL Financial at LPL Financial
Location: Oxford, Connecticut, United States 10 work roles
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✓ Verified Jun 2026 2 data sources Profile completeness 86%

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Current company
LPL Financial
Role
Supervisory Principal, LPL Financial
Location
Oxford, Connecticut, United States
Company size
7900 employees

Who is Donna P.? Overview

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Quick answer

Donna P. is listed as Supervisory Principal, LPL Financial at LPL Financial, a company with 7900 employees, based in Oxford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Donna P..

Donna P. previously worked as Supervisory Principal at Lpl Financial and Business Information Analyst at Webster Investments.

Company email context

Email format at LPL Financial

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LPL Financial

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Profile bio

About Donna P.

Donna P. is a Supervisory Principal, LPL Financial at LPL Financial. She possess expertise in auditing, series 63, fixed annuities, insurance, retail and 28 more skills.

Listed skills include Auditing, Series 63, Fixed Annuities, Insurance, and 29 others.

Current workplace

Donna P.'s current company

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LPL Financial
Lpl Financial
Supervisory Principal, LPL Financial
san diego, california, united states
Website
lpl.com
Employees
7900
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Company profile
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10 roles

Donna P. work experience

A career timeline built from the work history available for this profile.

Supervisory Principal

Current
Lpl Financial

United States

Series 4,7,24,53,63,65Connecticut Life, Health and Variable Annuities

Oct 2022 - Present

Business Information Analyst

Webster Investments

Waterbury, Connecticut, United States

Dec 2020 - Oct 2022

Sales Assistant, Webster Investments

Webster Investments
  • I have worked in the financial industry for over 20 years. My FINRA Series (4,7,24,53,63,65) registrations are held through LPL Financial, and I also have a life, Health and VA insurance license in CT.Securities and.
  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial consultants affiliated with.
Nov 2017 - Dec 2020

Licensed Banker

Citizens Bank

Hamden, Connecticut

Oct 2015 - Sep 2016

Sr. Registered Client Associate / Market Administrative Manager

Merrill Lynch

New Haven, CT

Jan 2007 - Apr 2012

Registration And Compliance Analyst

Newalliance Investments

New Haven, CT

Oct 2004 - Jul 2006

Client Services / Operations

Metlife

Shelton, CT

Oct 2001 - Oct 2004

Broker Services Representative

American Skandia

Shelton, CT

Aug 1999 - Oct 2001
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

TB Tara Bole Tara Bole Colleague at Lpl FinancialEl Cajon, California, United States, United States View → BD Brian Denny Brian Denny Colleague at Lpl FinancialSan Diego, California, United States, United States View → SP Susan Payne Susan Payne Colleague at Lpl FinancialSan Diego, California, United States, United States View → AS Abby Stein Abby Stein Colleague at Lpl FinancialSan Diego, California, United States, United States View → BE Brandon Exams Brandon Exams Colleague at Lpl FinancialSan Diego, California, United States, United States View → RA Rachelle Angstead Rachelle Angstead Colleague at Lpl FinancialIowa City-Cedar Rapids Area, United States View → LL Lon Lederman Lon Lederman Colleague at Lpl FinancialRock County, Wisconsin, United States, United States View → GB Grace Boudreaux Grace Boudreaux Colleague at Lpl FinancialHouma, Louisiana, United States, United States View → IB Iain Balfour Iain Balfour Colleague at Lpl FinancialClover, South Carolina, United States, United States View → BE Bruce Eisen Bruce Eisen Colleague at Lpl FinancialWest Palm Beach, Florida, United States, United States View →
FAQ

Frequently asked questions about Donna P.

Quick answers generated from the profile data available on this page.

What company does Donna P. work for?

Donna P. works for LPL Financial.

What is Donna P.'s role at LPL Financial?

Donna P. is listed as Supervisory Principal, LPL Financial at LPL Financial.

Where is Donna P. based?

Donna P. is based in Oxford, Connecticut, United States while working with LPL Financial.

What companies has Donna P. worked for?

Donna P. has worked for Lpl Financial, Webster Investments, Citizens Securities, Citizens Bank, and Merrill Lynch.

Who are Donna P.'s colleagues at LPL Financial?

Donna P.'s colleagues at LPL Financial include Tara Bole, Brian Denny, Susan Payne, Abby Stein, and Brandon Exams.

How can I contact Donna P.?

You can use AeroLeads to view verified contact signals for Donna P. at LPL Financial, including work email, phone, and LinkedIn data when available.

What skills is Donna P. known for?

Donna P. is listed with skills including Auditing, Series 63, Fixed Annuities, Insurance, Retail, Retirement Planning, Sales, and Annuities.

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