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Fadilah Gambrell

Advisor at LPL Financial

Updated today

Location

Cape Fair, MO

Credentials

Series 63, Series 65

Industry experience

26 years

About

Fadilah Gambrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with LPL Financial since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with additional product offerings such as insurance and credit services.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

Cape Fair, MO

Most active in

Missouri · Texas

Work history

LPL Financial

2008 - Present (18 years)

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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David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning
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Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, Robbins is a silent partner in a local pizza business and has experience as a speaker conducting seminars and workshops. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner

Samuel P

Series 66

Branson West, MO

Edward Jones

Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Military & Veterans Religious/faith focused
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Amanda A

Series 66

Kimberling City, MO

Edward Jones

Amanda Ayres is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she serves as a Member at Large for The Estates of Hickory Woods Homeowner's Association in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs and affiliated services under a fiduciary standard.

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

Series 66

Kimberling City, MO

Thrivent Investment Management

William Hennecke Jr. is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory career, he was involved with several parishes, including Our Lady of the Cove, Sacred Heart, St. Ann, St. Teresa, Christ the King, and St. Jude Chapel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Matthew B

Series 66

Branson, MO

Ameriprise

Matthew Baker is a financial advisor with Ameriprise in Branson, MO, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Cain Watters & Associates and Ernst & Young. He is also employed as a financial advisor at Branson Bank, where he provides investment services through Ameriprise Financial. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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