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Gerald Hendrix Jr.

Advisor at LPL Financial

Updated today

Location

Brevard, NC 28712-3204

Credentials

Series 63, Series 65

Industry experience

29 years

About

Gerald Hendrix Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 29 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, Hendrix is involved in organic beekeeping and occasionally sells raw honey. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of financial planning and investment management options supported by an in-house research team and 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 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

30 Green Acre Ave

Brevard, NC 28712-3204

Most active in

North Carolina · Texas

Work history

LPL Financial LLC (f/k/a Linsco/Private Ledger Corp.)

2003 - Present (23 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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Jon G

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Wealth management Options & derivatives strategies Retired Founder/Business Owner
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Lenward J

ChFC®

Hendersonville, NC

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Lenward Jones III is a ChFC® credentialed financial advisor with three years of experience at Envision Planning, LLC. He also operates Wesley Jones CPA PLLC, a tax preparation and consulting firm he founded in 1998. Envision Planning, LLC is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, including smaller, non-high-net-worth clients, as well as select institutional clients. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, integrating financial planning and educational services into its advisory work.

Wealth management
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Paul M

Series 65

Hendersonville, NC

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Paul Mayes is a financial advisor with Veritas Investment Advisory Group LLC in Hendersonville, NC. He holds a Series 65 credential and has five years of industry experience. Prior to founding Veritas, he worked at Shankland Financial Advisors, LLC and BorgWarner Turbo Systems LLC. Mayes is also a licensed insurance agent operating Mayes Financial & Insurance Solutions LLC. Veritas Investment Advisory Group LLC serves individuals, families, charitable organizations, corporations, and other business entities. The firm offers financial and retirement planning, discretionary portfolio management, third-party money manager selection, and educational seminars, combining fundamental and technical analysis with tactical strategies and tax-aware rebalancing.

General retirement planning Income planning Cash flow / budgeting Annuities Founder/Business Owner
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Series 66

Mills River, NC

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Christopher Church is a financial advisor with C2 Financial Planning LLC in Mills River, NC. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. C2 Financial Planning LLC, founded in 2025, provides discretionary asset management and comprehensive financial planning primarily for individual clients. The firm uses functional and cyclical analysis to align portfolios with client objectives and offers ongoing reviews covering a broad range of financial planning topics.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Options & derivatives strategies

Germaine W

CFP®, CPA, PFS™

Hendersonville, NC

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Wealth management Widow/Widower Women Professionals Baby Boomers (Born 1946-1964)
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Series 65

Hendersonville, NC

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Retirement income strategy Early retirement planning Income planning Private / alternative investments Options & derivatives strategies
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