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Lori Beth Mcalpin

Advisor at LPL Financial — Decatur, AL

Updated today

Credentials

Series 66

Experience

8 years

Location

Decatur, AL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,761

Across 10,463 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Lori Mcalpin is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, CUNA Brokerage Services, and Southeast Financial Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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

Decatur, AL

Decatur AL

Advisors at this office

2

Most active in

Alabama · Tennessee

Work history

8 years of industry experience

LPL Financial

2024 - Present • 2 years

Brentwood, TN

Southeast Financial CU

2024 - Present • 2 years

Brentwood, TN

Unemployed

2023 - 2024 • 1 year

Nashville, TN

LPL Financial

2022 - 2023 • 1 year

Decatur, AL

CUNA Brokerage Services, Inc.

2019 - 2023 • 4 years

Waverly, IA

CUNA Mutual Group

2018 - 2019 • 1 year

Waverly, IA

Sam's Grill

2018 - 2018 • 1 year

Decatur, AL

Parker Real Estate

2018 - 2018 • 1 year

Decatur, AL

Cuna Brokerage Services Inc

2017 - 2018 • 1 year

Waverly, IA

Eternitees Screen Printing

2017 - 2017 • 1 year

Decatur, AL

Unemployed

2017 - 2017 • 1 year

Decatur, AL

Morgan Stanley

2015 - 2017 • 2 years

Birmingham, AL

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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Kenneth J

Series 63, Series 65

Trinity, AL

Ignite Planners LLC

Kenneth Johnson Sr. is a financial advisor at Ignite Planners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Securities Inc. Johnson is also president of a family-owned industrial sales business and serves as a Bible class teacher and pulpit minister at Aldridge Grove Church of Christ. Additionally, he holds board member roles with The Enrichment Center, International Motorsports Hall of Fame, and the Industrial Development Board of Lawrence County, Alabama, and advocates against gambling legislation in the Alabama legislature. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive VEGA strategy with a portfolio mix of public and private investments tailored to client objectives and risk tolerances.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management
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Michael J

Series 63, Series 66

Madison, AL

Verus Capital Partners, LLC

Michael Jones is a financial advisor at Verus Capital Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LifeCourse Capital, Inc. and Next Financial Group Inc. Outside of his advisory role, he is also a notary public in Madison, Alabama. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical analysis approach with strategic asset allocation and offers customized portfolios aligned with clients’ objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Stephen W

Series 63, Series 65

Madison, AL

Verus Capital Partners, LLC

Stephen Williams is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at NEXT Financial Group, Inc. and Life Course Capital Inc. Outside of his advisory role, he owns Abundance Building Concepts LLC, a non-investment-related business. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm offers discretionary asset management, financial planning, and consulting, using a combination of fundamental and technical analysis with strategic asset allocation tailored to client objectives and risk tolerance.

Income planning Retirement withdrawal strategies Active portfolio management Founder/Business Owner Executive
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Trevor K

Series 66

Priceville, AL

Lanark Financial, Inc.

Trevor Kurzhal is a financial advisor at Lanark Financial, Inc. with five years of industry experience and holds a Series 66 designation. Prior to his advisory career, he worked at The University of North Alabama and has been involved with Grace Life Church of the Shoals since 2015. Outside of finance, he works in audio production, mixing, and mastering music for local artists and also handles media production and editing for church-related ministries. Lanark Financial provides investment management, financial planning, and advisory services to a range of clients including individuals, retirement plans, trusts, and institutional entities. The firm manages approximately $1.78 billion in client assets and offers both discretionary and non-discretionary advisory arrangements across multiple advisor teams.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Dustin H

CFP®, Series 63, Series 66

Madison, AL

Balefire, LLC

Dustin Haraway is a CFP® professional with eight years of industry experience, currently affiliated with Balefire, LLC. His prior roles include positions at Integrity Alliance, Lion Street Financial, and Raymond James Financial Services Advisors, among others. Outside of financial advising, he operated the Haraway Lawn Care Company for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment strategy supported by an Investment Committee and offers discretionary portfolio management along with comprehensive financial planning.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
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Todd K

Series 63, Series 65

Priceville, AL

Lanark Financial, Inc.

Todd Kurzhal is a financial advisor at Lanark Financial, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with NBC Securities, Inc. since 2002. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts with both discretionary and non-discretionary arrangements.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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