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Iveta Popov

Advisor at LPL Financial — Huntsville, AL Memorial Pkwy NW

Updated today

Credentials

Series 66

Experience

2 years

Location

Huntsville, AL 35810

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Iveta Popov is a financial advisor with LPL Financial in Huntsville, AL, holding a Series 66 credential and two years of industry experience. She has worked at LPL Financial since 2022 and also has experience with Redstone Federal Credit Union. Outside of advising, she is a notary public based in New Market, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, backing its services with research and model portfolios from internal and third-party sources.

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

Huntsville, AL Memorial Pkwy NW

3501 Memorial Pkwy NW

Huntsville AL 35810

Advisors at this office

2

Most active in

Alabama

Work history

2 years of industry experience

LPL Financial

2022 - Present • 4 years

Huntsville, AL

Redstone Federal Credit Union

2017 - Present • 9 years

Huntsville, AL

Terranova's Italian Restaurant

2017 - 2017 • 1 year

Huntsville, AL

Edgar's Bakery

2017 - 2017 • 1 year

Huntsville, AL

UNEMPLOYED

2017 - 2017 • 1 year

Oak Grove, MN

Normandale Community College

2016 - 2017 • 1 year

Bloomington, MN

Disclosures

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

Business activities & affiliations

Henry C

CFP®, Series 7, Series 66

Huntsville, AL

Keel Point, LlC

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Wealth management General retirement planning General tax planning Multi-generational wealth transfer Life insurance needs analysis Retired Government Employee Doctor or Medical Professional Engineering Professional Retired Approaching retirement Mid-Career Professionals Career Changers HENRY (High Earners, Not Rich Yet)

Drew C

Series 66, Series 7

Huntsville, AL

Keel Point, LlC

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

General retirement planning General tax planning Charitable giving & philanthropy Retirement income strategy Private / alternative investments Government Employee Independent Contractor Military & Veterans Founder/Business Owner Retired Approaching retirement Retired Widow/Widower Christian Faith Based Religious/faith focused
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Brian S

CFA®

Huntsville, AL

Capital Stewards, LLC

Brian Seay is a CFA® charterholder and founder of Capital Stewards, LLC, an independent advisory firm based in Huntsville, Alabama. He has four years of industry experience, including prior roles at Truist Bank and Accenture. Capital Stewards provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental analysis, quantitative methods, and modern portfolio theory to manage client portfolios with discretionary trading authority.

Options & derivatives strategies Private / alternative investments Annuities Concentrated stock management
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Active portfolio management
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Bobby J

CFP®, ChFC®, Series 63, Series 65

Toney, AL

Junkin & Company, Inc.

Bobby Junkin is the principal of Junkin & Company, Inc., an independent firm based in Toney, Alabama. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Since founding Junkin & Company in 2013, he has focused on providing financial planning and investment advisory services. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers clients advice on insurance products. Junkin & Company serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is based on the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French three-factor model, emphasizing global diversification and periodic rebalancing. Rather than managing portfolios directly, the firm typically recommends third-party money managers to implement long-term, passive strategies.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Retirement income strategy Annuities Wealth management
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