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Rowan Sylvia

Advisor at LPL Financial — Greeneville, TN 2841 E Andrew Johnson Hwy

Updated today

Credentials

Series 66

Experience

1 year

Location

Greeneville, TN 37745

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Rowan Sylvia is a Series 66-licensed financial advisor with LPL Financial, based in Greeneville, Tennessee. He has one year of industry experience and has previously worked at First Horizon Bank and Jost International. Sylvia is also a commissioned notary in Greenville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

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

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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

Greeneville, TN 2841 E Andrew Johnson Hwy

2841 E Andrew Johnson Hwy

Greeneville TN 37745

Advisors at this office

2

Most active in

Tennessee

Work history

1 year of industry experience

LPL Financial

2025 - Present • 1 year

Greeneville, TN

First Horizon Bank

2022 - Present • 4 years

Greeneville, TN

Jost International

2020 - 2022 • 2 years

Greeneville, TN

Greeneville Iron and Metal Inc

2019 - 2020 • 1 year

Greeneville, TN

LPI Inc

2018 - 2019 • 1 year

Johnson City, TN

The Firehouse

2017 - 2018 • 1 year

Johnson City, TN

Food City

2014 - 2017 • 3 years

Kingsport, 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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Alan R

Series 65

Greeneville, TN

Cornerstone Wealth Management Group

Alan Rader is a financial advisor at Cornerstone Wealth Management Group with a Series 65 designation and three years of industry experience. Prior to joining Cornerstone, he worked for nine years at Greeneville Federal Bank. Outside of his advisory role, he is the owner and operator of Angus Farm, where he manages cattle operations. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients, emphasizing asset allocation, long-term trading, and fundamental and quantitative analysis under discretionary authority. The firm offers portfolio management, written investment policy statements, and a variety of planning services, along with educational seminars and cash-management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner Executive
user avatar

Brian C

CFP®, Series 63

Greeneville, TN

Cornerstone Wealth Management Group

Brian Click is a CFP® professional with 27 years of experience in financial advisory services. He is currently with Cornerstone Wealth Management Group in Greeneville, TN, and has prior experience at Cambridge Investment Research, Inc. and Cornerstone Wealth, LLC. Outside of advisory work, he operates Cornerstone Risk Management Group, an independent insurance agency. Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on asset allocation and long-term trading under discretionary authority, employing fundamental analysis, modern portfolio theory, and quantitative methods.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner Executive
user avatar

Steven D

CFP®, ChFC®, Series 63, Series 66

Greeneville, TN

Sapiat Asset Management, LLC

Steven Dick is a CFP® and ChFC® with 22 years of experience in financial advisory services. He serves as President of Sapiat Asset Management, LLC and has held leadership roles within related entities including Sapiat Financial Group, Inc. and Sapiat Real Estate, Inc. His current advisory role is with 1796 Investment Management & Consulting, which focuses on government entities. Sapiat Asset Management provides investment advice to individuals, families, trusts, estates, and retirement plans, managing discretionary portfolios primarily through a firm-sponsored wrap fee program. The firm uses both fundamental and technical analysis with a generally long-term investment approach and includes digital assets among its offerings.

Private / alternative investments
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George S

CFP®, Series 66

Greeneville, TN

Cornerstone Wealth Management Group

George Scott is a CFP® and holds a Series 66 license with eight years of industry experience. He has worked at Cornerstone Wealth Management Group since 2022, following four years at Edward Jones and six years at Greeneville Federal Bank FSB. Cornerstone Wealth Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and quantitative analysis. The firm offers discretionary and non-discretionary management, integrates held-away assets into overall portfolio oversight, and sponsors a wrap-fee program along with educational seminars for clients and the public.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Real estate investing Founder/Business Owner Executive
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Charles P

Series 66, Series 63

Greensville, TN

Empower Advisory Group

Charles Plaster is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 credentials and four years of industry experience. He previously worked at W&S Brokerage Services and Western and Southern Life before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated service model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Rodney B

ChFC®, Series 63, Series 65

Greeneville, TN

OSAIC

Rodney Breyer is a financial advisor at Osaic Wealth, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors and American Portfolios Financial Services, and he has operated Heritage Financial Associates since 1994. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, offering portfolio construction tools and access to third-party managers across various investment types on discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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