user avatar

Waylon Bruce Jackson

Advisor at LPL Financial — Nags Head, NC

Updated today

Credentials

Series 63, Series 65

Experience

41 years

Location

Nags Head, NC

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Waylon Jackson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. and OSAIC. In addition to his advisory work, he is involved with Compensation Services Inc, an insurance agency, where he has been active since 1983. 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 financial planning and portfolio management services, combining proprietary research, third-party subadvisors, and customized strategies.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Nags Head, NC

Nags Head NC

Advisors at this office

1

Most active in

Florida · North Carolina · Texas · Virginia

Work history

41 years of industry experience

LPL Financial

2024 - Present • 2 years

Williamsburg, VA

OSAIC

2024 - 2024 • 1 year

Williamsburg, VA

OSAIC

2024 - 2024 • 1 year

Williamsburg, VA

Securities America Advisors, Inc.

2012 - 2024 • 12 years

La Vista, NE

SECURITIES AMERICA, inc.

2012 - 2024 • 12 years

Williamsburg, VA

Compensation Services Inc

1992 - Present • 34 years

Williamsburg, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David W

Series 65, Series 66

Kitty Hawk, NC

Hutchins Canning & Company PA

David Warner is a financial advisor at Hutchins Canning & Company PA with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hutchins Canning since 2013. In addition to his advisory role, he seasonally prepares individual income tax returns for clients. Hutchins Canning & Company PA provides portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm combines investment advisory with accounting services, including payroll, bookkeeping, tax preparation, and business consulting.

General tax planning Wealth management
user avatar

Kenneth O

Series 63, Series 65

Kitty Hawk, NC

Orca Wealth Management, LLC

Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. Orca Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and small institutions. The firm constructs risk-adjusted, tax-aware portfolios using a blend of active and passive strategies and offers discretionary and limited non-discretionary portfolio management tailored to clients’ objectives and risk profiles.

Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Charitable giving tax strategies Founder/Business Owner
user avatar

Katherine N

Series 66

Harbinger, NC

Faithward Advisors, LLC

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
user avatar

Olga K

Series 65

Kill Devil Hills, NC

Interactive Financial Advisors

Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Mack C

CFP®, Series 66

Manteo, NC

First Heartland Consultants, Inc.

Mack Courter is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Courter Financial, LLC for 15 years and spent two years at Ameriprise. Courter is licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based brokerage programs, delivering discretionary portfolio management through independent advisers using a combination of fundamental, technical, and cyclical analysis.

Annuities Income planning Cash flow / budgeting
user avatar

Cynthia B

Series 63, Series 65

Kitty Hawk, NC

PNC Wealth Management

Cynthia Bittle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and with 32 years of industry experience. She has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements strategies via mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)