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Dylan Cambron

Advisor at LPL Financial — Lebanon, KY 103 W Main St

Updated today

Credentials

Series 66, Series 65

Experience

< 1 year

Location

Lebanon, KY 40033

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

Dylan Cambron is a financial advisor with LPL Financial in Lebanon, Kentucky. He holds Series 65 and Series 66 licenses and has been in the industry since 2023. His prior experience includes roles at Winebrenner Financial Services and self-employment, as well as positions at Western Kentucky University and the University of Kentucky. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including 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

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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

Lebanon, KY 103 W Main St

103 W Main St

Lebanon KY 40033

Advisors at this office

2

Most active in

Kentucky

Work history

< 1 year of industry experience

LPL Financial

2026 - Present • 1 year

Lebanon, KY

Winebrenner Financial Services

2026 - Present • 1 year

Lebanon, KY

Self-employed

2025 - 2026 • 1 year

Lebanon, KY

Meadowlark Outdoor Solutions

2024 - 2024 • 1 year

Jeffersonville, IN

Self-employed

2023 - 2023 • 1 year

Lebanon, KY

Unemployed

2020 - 2022 • 2 years

Lebanon, KY

Western Kentucky University

2019 - 2020 • 1 year

Bowling Green, KY

Unemployed

2019 - 2019 • 1 year

Lebanon, KY

Western Kentucky University

2018 - 2019 • 1 year

Bowling Green, KY

TGKY

2018 - 2018 • 1 year

Lebanon, KY

University of Kentucky

2017 - 2018 • 1 year

Lexington, KY

TGKY

2017 - 2017 • 1 year

Lebanon, KY

University of Kentucky

2016 - 2017 • 1 year

Lexington, KY

Disclosures

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

Business activities & affiliations

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Christopher M

CFA®, Series 63

Lebanon, KY

Chadds Ford Wealth Partners, LLC

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Wealth management Private / alternative investments ESG / Sustainable investing Founder/Business Owner Retired
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Charles W

Series 63, Series 66

Lebanon, KY

Creative Financial Designs, Inc.

Charles White is a financial advisor at Creative Financial Designs, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Creative Financial Designs since 2008. Additionally, he serves as a consultant-CPA with White and Company PSC, providing support on an as-needed basis. Creative Financial Designs serves individual, corporate, and institutional clients with discretionary and non-discretionary investment management, financial planning, and modular consulting. The firm utilizes asset-class model allocations across five risk objectives and offers Biblically Responsible Investing strategies alongside various implementation features.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Charles C

Series 66

Springfield, KY

Truist Advisory Services

Charles Curtsinger is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and previously worked at KT Black Services for seventeen years before joining Truist Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Founder/Business Owner Executive

Adam P

CFP®, Series 63, Series 66

Lebanon, KY

Edward Jones

Adam Poff is a financial advisor with Edward Jones in Lebanon, KY, holding CFP®, Series 63, and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Poff manages a farming business raising sheep, cattle, and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning Retired Founder/Business Owner Executive
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David W

Series 66, Series 65

Lebanon, KY

LPL Financial

David Winebrenner Jr. is a financial advisor with LPL Financial based in Lebanon, KY. He holds Series 65 and Series 66 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisor Networks LLC from 2013 to 2018. 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, and institutional platforms, supported by technology tools for operational and research purposes.

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

Brandon T

Series 66

Springfield, KY

Edward Jones

Brandon Taylor is a financial advisor at Edward Jones in Springfield, KY, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Marriott for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supporting approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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