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Jeffery Scott Uselton

Advisor at LPL Financial — McMinnville, TN East Main Street

Updated today

Credentials

CFP®, Series 63

Experience

13 years

Location

McMinnville, TN 37110

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,440 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jeffery Uselton is a CFP® with 13 years of industry experience, currently serving at LPL Financial since 2014. He is also Executive Vice President and Chief Risk Officer at First National Bank of Middle Tennessee, where he has worked since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple 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

McMinnville, TN East Main Street

200 East Main Street

McMinnville TN 37110

Advisors at this office

3

Most active in

Tennessee

Work history

13 years of industry experience

LPL Financial

2014 - Present • 12 years

McMinnville, TN

First National Bank Of Middle TN(FKA:1stNAT'L BANKofMCMINNVILLE)

2012 - Present • 14 years

McMinnville, TN

Invest Financial Corporation

2010 - 2012 • 2 years

Murfreesboro, TN

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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Kelvin D

Series 63, Series 65

McMinnville, TN

Dmk Advisor Group, Inc.

Kelvin Douglas is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 credentials and having 22 years of industry experience. His career includes roles at Douglas & Lanier Agency since 2016 and Royal Alliance from 2015 to 2019, as well as long-term involvement with Douglas & Associates since 1999. Outside of advisory work, he serves as Vice President of Douglas & Lanier Agency, a corporation providing property, casualty, life, and health insurance. DMK Advisor Group offers portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm manages approximately $130.8 million across about 515 client relationships, providing both discretionary and non-discretionary account management with investment models based on mutual funds and ETFs combining technical and fundamental analysis.

Wealth management Active portfolio management
user avatar

Celia C

Series 63, Series 66

McMinnville, TN

Private Advisor Group, LLC

Celia Cayce is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at Edward Jones, Bank of Hawaii, and Wells Fargo Home Mortgage. Cayce is involved with Pure Wealth Partners LLC, an investment-related business affiliated with her work at Private Advisor Group. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Retired Founder/Business Owner
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Stephen K

Series 66

McMinnville, TN

OSAIC Institutions, inc.

Stephen Keck is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked at Infinex Investments, Inc. and Security Federal Savings Bank since 2015, where he serves as Senior Vice President of Wealth Management. Keck is also a board member and treasurer for Rotary International. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary strategies.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Wendy K

Series 66

McMinnville, TN

OSAIC Institutions, inc.

Wendy Kell is a financial advisor with OSAIC Institutions, Inc. She holds a Series 66 designation and has seven years of industry experience. Prior to joining OSAIC, she has worked with Infinex Investments, Inc. since 2015 and serves as Vice President at Security Federal Savings Bank, where she has worked since 1998. In addition to her advisory role, she is a board member and backup bookkeeper at Covenant Academy and volunteers as a merit badge counselor for the Boy Scouts of America. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary accounts.

Annuities Tax-loss harvesting Founder/Business Owner Executive
user avatar

Daniel S

Series 66

McMinnville, TN

Private Advisor Group, LLC

Daniel Sellers is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones before joining Private Advisor Group and LPL Financial in 2020. Private Advisor Group serves a broad range of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and turnkey platforms. The firm supports diverse investment strategies and client preferences via a network of investment adviser representatives.

Retired Founder/Business Owner
user avatar

Vanessa C

Series 63, Series 65

McMinnville, TN

Edward Jones

Vanessa Cordell is a financial advisor at Edward Jones in McMinnville, Tennessee, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Edward Jones since 2014. Cordell serves on the advisory board for the Tennessee College of Applied Technology, where she advises on strategies to attract and retain students. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

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