Akshay Gupta in

Akshay Gupta

Critic · DISC type C
Wealth Advisor at LPL Financial
📍 Austin, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
9 Years
Current Role
Wealth Advisor
Location
Austin, Texas, United States
Personality Overview

How Akshay shows up

Negotiator
Precise
Critic

They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Akshay cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

6-2024
Wealth Advisor
LPL Financial
4-2019 - 6-2024
Financial Advisor
Merrill Lynch Wealth Management
7-2015 - 4-2016
UK Senior Foreign Exchange Associate
Kantox
2-2012 - 7-2014
Project Manager and Product Developer
Control Systems Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2014 - 2015
Masters of Business Administration
Esade
2007 - 2011
Bachelor's Degree
Mississippi State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other LPL Financial Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Akshay. Free, 10 seconds.