user avatar

David James Garner

Advisor at LPL Financial — Macomb, IL

Updated today

Credentials

Series 63, Series 65

Experience

44 years

Location

Macomb, IL 61455

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

David Garner is a financial advisor with LPL Financial in Macomb, Illinois, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has been with LPL Financial since 1987. In addition to his advisory role, he sells long-term health care insurance for Golden Rule. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services with a focus on financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Macomb, IL

440 N Lafayette

Macomb IL 61455

Advisors at this office

2

Most active in

Illinois · Texas

Work history

44 years of industry experience

LPL Financial, llc

1987 - Present • 39 years

Macomb, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Aaron B

Series 66

Macomb, IL

LPL Financial

Aaron Black is a financial advisor with LPL Financial in Macomb, Illinois, holding a Series 66 designation and seven years of industry experience. He has previously worked at Table Grove State Bank Financial Services and First Bankers Trust Co. Outside of his advisory role, he is involved in a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Matthew L

Series 66

Macomb, IL

Edward Jones

Matthew Lawver is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at United Community Bank for three years and Rarotonga State Bank for four years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Preston G

Series 66

Macomb, IL

Edward Jones

Preston Gray is a financial advisor with Edward Jones in Macomb, Illinois, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and is also part-owner of Gray Bros Lawn Care, where he supervises and teaches lawn mowing operations. Additionally, he is a part-owner of Yarg Investments, a real estate investment LLC that manages short-term rental property maintenance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner

Seth M

ChFC®, Series 66

Macomb, IL

Edward Jones

Seth Minter is a financial advisor at Edward Jones in Macomb, IL, holding the ChFC® and Series 66 credentials with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Missouri State University and Western Illinois University. Outside of advising, he owns a retail business, 309 Marketplace, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning Wealth management General estate planning guidance General retirement planning Founder/Business Owner
user avatar

Jerry B

Series 63, Series 65

Macomb, IL

OSAIC

Jerry Brookhart is a financial advisor at OSAIC with 20 years of industry experience. He previously worked at Woodbury Financial Services and Purdum Gray Ingledue, Inc. Outside of his advisory work, he is involved in community service as a regional president for Rotary International and serves as a trustee for Emmett Township. He is also active in local agricultural education through the FFA Alumni organization and serves as a deacon at Scotland Trinity Presbyterian Church. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering comprehensive brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Jessica P

Series 66

Macomb, IL

Edward Jones

Jessica Pittman is a financial advisor at Edward Jones in Macomb, IL, holding a Series 66 designation. She has been with Edward Jones since 2024. Prior to joining Edward Jones, she worked at IDEX-Trebor International and IDEX-Knight, LLC from 2017 to 2021 and has experience in other industries including American Nutrition and Pottery Barn Kids. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)