LPL Financial, the US independent broker-dealer and RIA custodian, will establish new regional headquarters in Fort Mill, SC, and expand at the location by adding some 3,000 new jobs in the coming years.

LPL Financial, the US independent broker-dealer and RIA custodian, is to establish new regional headquarters in Fort Mill, SC, and plans to add some 3,000 new jobs in the state in the coming years.

The Charlotte area has been designated by LPL Financial as its primary destination for job growth during the next five years - the firm plans to invest at least $150 million in the region by December 31, 2022. Construction will begin in 2015 with completion expected in the fall of 2016. The firm currently employs around 1,000 in three buildings across West Charlotte, NC.

“We plan to create a work environment that supports innovation, collaboration, and engagement—a space that promotes employees' overall well-being and a place that they will feel proud and excited to come to work every day,” said Mark Casady, chairman and chief executive of LPL Financial.

Earlier this year, LPL opened its new regional San Diego, CA, headquarters, which it said is believed to be the “largest net-zero energy commercial office building in the US.” In other significant developments at the firm, at the start of June LPL created roles for two senior executives - Mimi Bock and Ryan Parker - as part of a “strategic shift” that has resulted in the elimination of the chief marketing position.

Most of the firm's existing marketing functions and all of its training teams will transition to the new client experience and training group, it said in a statement. Joan Khoury, currently chief marketing officer, will be leaving the company at the end of August (see more here).