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Tiffany Anne Nessmith

Advisor at LPL Financial — Statesboro, GA

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Statesboro, GA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,470 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Tiffany Nessmith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her previous firms include SunTrust Advisory Services, Suntrust Investment Services, and Wells Fargo Clearing. She is also involved with Edelson Wealth Management in a non-investment role. 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, with a focus on both discretionary and non-discretionary strategies supported by extensive research and technology 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

Statesboro, GA

Statesboro GA

Advisors at this office

2

Most active in

Georgia · Texas

Work history

22 years of industry experience

LPL Financial LLC

2023 - Present • 3 years

Statesboro, GA

SunTrust Advisory Services

2016 - 2023 • 7 years

Atlanta, GA

Suntrust Investment Services

2013 - 2023 • 10 years

Atlanta, GA

Wells Fargo Clearing

2005 - 2012 • 7 years

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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Travis C

CFP®, Series 63, Series 65

Statesboro, GA

CFG Wealth Management, LLC

Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.

Retirement income strategy Social Security optimization Life insurance needs analysis Long-term care insurance Roth conversion strategy
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James K

CFP®

Statesboro, GA

Safe Harbor Financial Planning & Investment Advisory, LLC

James Kennedy is a CFP® professional with 16 years of industry experience. He is the principal advisor at Safe Harbor Financial Planning & Investment Advisory, LLC, where he has worked since 2009. Kennedy is also a partner and Certified Public Accountant (CPA) at Reddick, Riggs, Hunter & Kennedy, P.C., a role he has held since 1998. Safe Harbor Financial Planning & Investment Advisory provides personalized financial planning, portfolio management, and pension consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental analysis and modern portfolio theory, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

General retirement planning
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Stephen H

Series 63, Series 65

Statesboro, GA

Christian Values Investing, Inc.

Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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David H

Series 65

Statesboro, GA

Christian Values Investing, Inc.

David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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Grayson S

Series 65

Statesboro, GA

Christian Values Investing, Inc.

Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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Molly L

Series 66

Statesboro, GA

Sound View Wealth Advisors Group, LLC

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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