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Roger Paul Gilbert

Advisor at LPL Enterprise — Cochran, GA

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Cochran, GA 31014

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,118

Across 855 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Roger Gilbert is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1992. Gilbert is also a licensed health insurance agent. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

Location

See office

Cochran, GA

180 E. Dykes Street

Cochran GA 31014

Advisors at this office

1

Most active in

Georgia

Work history

33 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Cochran, GA

Prudential Insurance Company of America

1992 - Present • 34 years

Cochran, GA

Pruco Securities, LLC.

1992 - 2024 • 32 years

Cochran, GA

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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Brantley W

Series 63, Series 65

Bonaire, GA

Income Focus Advisors LLC

Brantley Whitley is the principal and managing member of Income Focus Advisors LLC, an independent advisory firm. He holds Series 63 and Series 65 credentials and has five years of industry experience, along with over a decade of prior work as a sole proprietor. Outside of his advisory role, he maintains an insurance sales practice focused on fixed life insurance products and annuities. Income Focus Advisors LLC provides discretionary asset and portfolio management services primarily to individuals and high-net-worth clients. The firm combines active and passive strategies with a focus on income, emphasizing closed-end funds and using quantitative screening and option strategies to manage portfolios tailored to clients’ goals and risk tolerances.

Active portfolio management Passive / index investing Income planning
user avatar

Heath H

CFP®, Series 63, Series 65, Series 66

Kathleen, GA

Boldin Advisors

Heath Hampton is a CFP® with 13 years of experience in the financial advisory industry. He is currently with Boldin Advisors and has previously worked at firms including LPL Financial LLC and Facet Wealth. Outside of financial advising, he serves as a fractional CFO and business operations planner for Family Specialty Care, providing budgeting and forecasting support. Boldin Advisors is a team-based firm offering financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm uses Modern Portfolio Theory to construct diversified portfolios focused on low-cost index funds and ETFs, and operates as a fee-only adviser without discretionary portfolio management.

General retirement planning Income planning Passive / index investing
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Ben C

Series 66

Hawkinsville, GA

Edward Jones

Ben Cravey III is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as chair-elect on the board of directors for the Hawkinsville-Pulaski County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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

Jason L

Series 66

Hawkinsville, GA

Edward Jones

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.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Parrish J

ChFC®, Series 66

Bonaire, GA

Edward Jones

Parrish Jenkins is a ChFC® and Series 66 credentialed financial advisor with 11 years of industry experience, currently with Edward Jones since 2014. He serves in Bonaire, GA, and is involved as a poll manager and assistant manager with the Macon-Bibb County Board of Elections. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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