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Roger Gilbert

Advisor at LPL Enterprise

Updated today

Location

Cochran, GA 31014

Credentials

Series 63, Series 65

Industry experience

33 years

About

Roger Gilbert is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1992 and was affiliated with Pruco Securities, LLC from 1992 to 2024. In addition to his advisory role, Gilbert is a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services as negotiated with the IAR.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.

Location

180 E. Dykes Street

Cochran, GA 31014

Most active in

Georgia

Work history

LPL Enterprise

2024 - Present (2 years)

Prudential Insurance Company of America

1992 - Present (34 years)

Pruco Securities, LLC.

1992 - 2024 (32 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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Heath H

CFP®, Series 63, Series 65, Series 66

Kathleen, GA

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Heath Hampton is a Certified Financial Planner® with 12 years of industry experience. He currently works at Origin Investment Advisory LLC and has held prior roles at LPL Financial, Facet Wealth, and as a self-employed advisor. Outside of financial advising, he serves as a fractional CFO and business operations planner at Family Specialty Care. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace programs, offering AI-driven advice and automated index investing. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, and operates with a subscription fee structure rather than percentage-of-AUM fees.

Cash flow / budgeting Tax-loss harvesting Passive / index investing
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Brantley W

Series 63, Series 65

Bonaire, GA

integrity Advisory Solutions

Brantley Whitley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has operated his own advisory business since 2011 and joined Integrity Advisory Solutions in 2024. Outside of his advisory work, he is a partner in Price Wise Printing LLC, a direct mail marketing reseller. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and model portfolios to manage a range of investment strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Ben C

Series 66

Hawkinsville, GA

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

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Series 66

Hawkinsville, GA

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Jason Lord is a financial advisor with Edward Jones in Hawkinsville, GA, holding a Series 66 designation and two years of industry experience. He previously worked at Planters First Bank for three years and SunMark Community Bank for eleven years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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Parrish J

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Bonaire, GA

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Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning Founder/Business Owner Intergenerational Families Divorced
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