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Ryan Popat Email & Phone Number
Internal Advisory Consultant
at
LPL Financial
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Internal Advisory Consultant
Location
San Diego, California, United States
Company size
Who is Ryan Popat? Overview
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Quick answer
Ryan Popat is listed as Internal Advisory Consultant at LPL Financial, a with 14027 employees, based in San Diego, California, United States. AeroLeads shows a matched LinkedIn profile for Ryan Popat.
Ryan Popat previously worked as Internal Product Consultant at Lpl Financial and Associate Product Analyst at Lpl Financial. Ryan Popat holds Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies from California State University-Sacramento.
Company email context
Email format at LPL Financial
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LPL Financial
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Profile bio
About Ryan Popat
Ryan Popat is a Internal Advisory Consultant at LPL Financial.
Current workplace
Ryan Popat's current company
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Lpl Financial
4 roles
Ryan Popat work experience
A career timeline built from the work history available for this profile.
Internal Product Consultant
Associate Product Analyst
1. Work directly with advisors to help them with portfolio construction and product selection2. Support new product training and assist advisors with understanding product features, suitabilityrequirements, alternative options and pricing3. Maintain up-to-date knowledge of product inventory, industry trends, and strategic relationships/partnerships4. Maintain a working knowledge of the different investment offerings available through the variousadvisory and brokerage platforms at LPL5. Collaborate with key stakeholders and where appropriate, educate, mentor, and share knowledgewithin the organization and the Product Desk team
Portfolio Manager
1. Conducted extensive equity and market analysis on performance and risk to effectively manage a university-funded investment portfolio with $1 million AUM. 2. Utilized the Bloomberg Terminal, Excel, PowerPoint, and Tableau to conduct research and visualize findings in a way that was concise and thorough for presentations to colleagues and investment officials.3. Maintained up-to-date records on all trades and account data/performance.
Jan 2023 - May 2023
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 14027 employees →
KS
Kendal Skuce Sharp
Colleague at Lpl FinancialCoronado, California, United States
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BE
Brandon Exams
Colleague at Lpl FinancialSan Diego, California, United States
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GL
Greg Lay
Colleague at Lpl FinancialGastonia, North Carolina, United States
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SP
Shawnda Phillips
Colleague at Lpl FinancialCharlotte Metro, United States
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JR
Joseph Ruzycki Cfp®
Colleague at Lpl FinancialDetroit Metropolitan Area, United States
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CL
Corbin Lammers
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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CM
Carlos M.
Colleague at Lpl FinancialSan Diego, California, United States
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AC
Austin Creasey
Colleague at Lpl FinancialCharlotte Metro, United States
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AB
Austin Baker
Colleague at Lpl FinancialIndian Trail, North Carolina, United States
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BH
Brian Hill Crpc®
Colleague at Lpl FinancialHuntersville, North Carolina, United States
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Kendal Skuce Sharp
Colleague at Lpl FinancialCoronado, California, United States
View →
BE
Brandon Exams
Colleague at Lpl FinancialSan Diego, California, United States
View →
GL
Greg Lay
Colleague at Lpl FinancialGastonia, North Carolina, United States
View →
SP
Shawnda Phillips
Colleague at Lpl FinancialCharlotte Metro, United States
View →
JR
Joseph Ruzycki Cfp®
Colleague at Lpl FinancialDetroit Metropolitan Area, United States
View →
CL
Corbin Lammers
Colleague at Lpl FinancialCharlotte, North Carolina, United States
View →
CM
Carlos M.
Colleague at Lpl FinancialSan Diego, California, United States
View →
AC
Austin Creasey
Colleague at Lpl FinancialCharlotte Metro, United States
View →
AB
Austin Baker
Colleague at Lpl FinancialIndian Trail, North Carolina, United States
View →
BH
Brian Hill Crpc®
Colleague at Lpl FinancialHuntersville, North Carolina, United States
View →
1 education record
Ryan Popat education
FAQ
Frequently asked questions about Ryan Popat
Quick answers generated from the profile data available on this page.
What company does Ryan Popat work for?
Ryan Popat works for LPL Financial.
What is Ryan Popat's role at LPL Financial?
Ryan Popat is listed as Internal Advisory Consultant at LPL Financial.
Where is Ryan Popat based?
Ryan Popat is based in San Diego, California, United States while working with LPL Financial.
What companies has Ryan Popat worked for?
Ryan Popat has worked for Lpl Financial and Csus Student Investment Fund (Sif).
Who are Ryan Popat's colleagues at LPL Financial?
Ryan Popat's colleagues at LPL Financial include Kendal Skuce Sharp, Brandon Exams, Greg Lay, Shawnda Phillips, and Joseph Ruzycki Cfp®.
How can I contact Ryan Popat?
You can use AeroLeads to view verified contact signals for Ryan Popat at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Ryan Popat attend?
Ryan Popat holds Bachelor Of Business Administration - Bba, Entrepreneurship/Entrepreneurial Studies from California State University-Sacramento.
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