user avatar

Landon Ray Wilson

Advisor at LPL Financial — Lexington, TN S Broad St

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Lexington, TN 38351

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Landon Wilson is a financial advisor with LPL Financial based in Lexington, TN. He holds the Series 66 designation and has been in the industry since 2026. Prior to his advisory role, he worked in outdoor solutions and water services industries. 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 advisory and brokerage services through a broad network of representatives, with access to various financial planning, model portfolio programs, and institutional platforms.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Lexington, TN S Broad St

106 S Broad St

Lexington TN 38351

Advisors at this office

3

Most active in

Tennessee

Work history

< 1 year of industry experience

LPL Financial LLC

2026 - Present • 1 year

Lexington, TN

Integrity Wealth Advisor Group

2026 - 2026 • 1 year

Lexington, TN

Southern Outdoor Solutions inc DBA Paradise Pools

2022 - 2026 • 4 years

Lexington, TN

Simply Water

2016 - 2022 • 6 years

Lexington, TN

Disclosures

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

Business activities & affiliations

Lindsey H

CFP®, Series 66

Lexington, TN

Edward Jones

Lindsey Heglar is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Raymond James from 2016 to 2018 and was employed at Dyersburg State Community College from 2009 to 2016. She is a co-owner of Great Western Management, a family real estate business, though she has no day-to-day responsibilities there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
user avatar

Jeffrey O

Series 63

Lexington, TN

Raymond James Financial

Jeffrey Odum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lexington, TN, holding a Series 63 designation and 27 years of industry experience. He has previously worked with LPL Financial and Invest Financial Corporation. He is also associated with FirstBank and its related entities in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Jamie H

Series 66

Lexington, TN

Edward Jones

Jamie Hall is a financial advisor at Edward Jones in Lexington, TN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Xyngular, Sanofi Pharmaceuticals, and Plexus Worldwide. Outside of advisory work, he is a co-owner of a cattle farming operation in Lexington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. It supports its services with a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

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

Todd R

Series 63, Series 66

Lexington, TN

LPL Financial

Todd Rosel is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 18 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs, including access to third-party asset managers and institutional platforms.

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

James P

Series 63, Series 65

Lexington, TN

Raymond James Financial

James Presley is a financial advisor at Raymond James Financial Services Advisors, Inc. with 33 years of industry experience. He previously worked at LPL Financial and INVEST Financial Corporation and has a long tenure with FirstBank. Outside of his advisory work, he owns and operates a registered Texas Longhorn cattle breeding and sales business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports clients through advisory programs and institutional consulting across a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Lucas P

Series 66

Lexington, TN

Raymond James Financial

Lucas Presley is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. His career includes positions at LPL Financial and Invest Financial Corporation before joining Raymond James and FirstBank, where he currently serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)