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Duane Phillip Easter

Advisor at LPL Financial — Eatonton, GA

Updated today

Credentials

Series 63, Series 65

Experience

19 years

Location

Eatonton, GA 31024

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,425 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Duane Easter is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory, Kestra Investment Services, and Concourse Financial (formerly ProEquities). Outside of his advisory work, he is co-owner of Easter Family Tree Farm, a timber management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Eatonton, GA

994 Milledgeville Rd Ste A

Eatonton GA 31024

Advisors at this office

1

Most active in

Georgia · Texas

Work history

19 years of industry experience

LPL Financial

2022 - Present • 4 years

Milledgeville, GA

Kestra Advisory

2022 - 2022 • 1 year

Milledgeville, GA

Kestra Investment Services, LLC

2022 - 2022 • 1 year

Milledgeville, GA

CONCOURSE FINANCIAL (fka ProEquities, Inc.)

2008 - 2022 • 14 years

Milledgeville, GA

ProEquities, Inc

2007 - 2022 • 15 years

Milledgeville, GA

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

William H

Series 66

Milledgeville, GA

Corecap Advisors

William Harpe is a financial advisor at CoreCap Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked at CoreCap Advisors since 2019. Outside of his advisory role, Harpe serves as a pastor at New Hope Christian Fellowship, a Southern Baptist church. CoreCap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, individual equities, and fixed income.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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Allix D

Series 63, Series 65

Milledgeville, GA

Csenge Advisory Group, LLC

Allix Dennis is a financial advisor at Csenge Advisory Group, LLC with 24 years of industry experience. Dennis holds Series 63 and Series 65 credentials and has worked at firms including Lion Street Financial and M Holdings Securities. Outside of advisory work, Dennis owns ACD Planning LLC, a business involved in insurance and annuity sales and policy management, and serves as a co-trustee of a family testamentary trust. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a top-down investment approach that integrates fundamental and technical analysis and offers customized portfolio management through discretionary and model-based allocations.

Founder/Business Owner Retired Approaching retirement
user avatar

William C

CFP®, Series 66

Milledgeville, GA

Kestra Advisory

William Clifton is a CFP® professional with nine years of industry experience, currently serving as a financial planner at Kestra Advisory. His prior experience includes roles at Kestra Investment Services and ProEquities, Inc. In addition to his advisory work, he operates under the dba Protective Financial Services, providing financial planning and life insurance services in Milledgeville, GA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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David G

Series 66

Eatonton, GA

Guardian Life

David Gibson is a financial advisor with Primerica Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities throughout his career. Gibson also provides insurance products beyond Guardian offerings to his clients. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of financial planning and consulting services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Dannielle M

Series 63, Series 65

Milledgeville, GA

Kestra Advisory

Dannielle Maldonado is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and seven years of industry experience. She previously worked at ProEquities, Inc. before joining Kestra in 2022. Maldonado also has client service experience supporting financial advisors through Protective Financial Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms, serving a broad range of clients including large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Timothy M

Series 63, Series 65

Eatonton, GA

Lincoln Investment

Timothy Minor is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Minor serves as a varsity assistant basketball coach for a girls' team at Lake Oconee Academy. Lincoln Investment provides financial planning and retirement plan advice to individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches managed by an Investment Management & Research team and offers both discretionary and non-discretionary programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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