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William Justin Flowers

Advisor at LPL Financial — Auburn, GA

Updated today

Credentials

Series 66

Experience

18 years

Location

Auburn, GA

LPL Financial logo

LPL Financial

Institution

Total advisors

22,923

Across 10,511 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

William Flowers is a Series 66 licensed financial advisor with 18 years of industry experience. He currently works with LPL Financial and previously spent nine years at SunTrust Advisory Services and 17 years at SunTrust Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

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

Auburn, GA

Auburn GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

18 years of industry experience

LPL Financial

2025 - Present • 1 year

Auburn, GA

SunTrust Advisory Services

2016 - 2025 • 9 years

Atlanta, GA

SunTrust Investment Services, INC

2008 - 2025 • 17 years

Lagrange, 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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Matthew G

Series 63, Series 65

Buford, GA

Stirlingshire Investments

Matthew Greene is a financial advisor at Stirlingshire Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Allstate Insurance Co., Ameriprise Financial Services, and Banc of America Investment Services. He is also the owner of Greene Financial Services LLC, which focuses on life insurance and fixed annuity sales. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering a wide range of investment options tailored to client profiles. The firm employs multiple analytical methods to construct and manage portfolios and operates with a broker-dealer affiliation that requires clients to use designated custodial services.

Active portfolio management Options & derivatives strategies Private / alternative investments Annuities

Fredrick S

CFP®, CPA

Duluth, GA

LifeWater Wealth Management

Research indicates money is one of the top issues that couples argue about and over 60% of adults identify as a significant source of stress. At Lifewater, I share financial know-how and create personalized plans to help people avoid financial mistakes and stress so they can achieve financial freedom and live with security and peace of mind. Since 2000, I have worked with families and individuals regarding personal finances and investment matters. I am a licensed CPA in the states of Georgia and Alabama and FINRA Series 65 licensed. My experience includes over 15 years in corporate financial planning, budgeting, analysis and management, and 3 years with the public accounting firm Deloitte. Proudest Accomplishments: - Marrying my lovely wife, Laurie, 23 years ago - Being a fun and loving father to my sons - Giving to global missions and ministries that are impacting the world with love and resources for people who need them most - Launching my second financial planning firm, LIFEWATER Wealth Management Interests: - All things Family - College Football – Superfan - All things Personal Finance - Movies & Local Foodie - Travel - Jazz Music Skills: - Listening - Creating Simplicity & Clarity - Finance & Analysis - Strategy & Planning - Producing Results - Problem Solving Read Fredrick's blog here: https://getlifewater.com/blog

Business ownership considerations Business succession planning Executive Founder/Business Owner Women Professionals Female Executives Gen X (Born 1965-1980)
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Robert F

CFP®, Series 63, Series 65

Lilburn, GA

Fordham Financial Services, Inc.

Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.

General tax planning General estate planning guidance Wealth management
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Hieu N

Series 63, Series 65

Buford, GA

LegacITree Wealth Management, LLC

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WeathTree Capital Management, LLC and Pruco Securities LLC. LegacITree Wealth Management is a state-registered investment adviser offering discretionary portfolio management and comprehensive financial planning for individuals, trusts, estates, and certain business and retirement-plan clients. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and cyclical analysis, using various strategies and proprietary models tailored to clients' goals and risk tolerance.

Active portfolio management Concentrated stock management
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James D

ChFC®, Series 63, Series 66

Duluth, GA

Legacy Partner Group

James Dowdy is a financial advisor at Legacy Partner Group with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Cetera Wealth Services. Legacy Partner Group is an independent advisory practice that provides fee-based, discretionary portfolio management and custom investment services to high-net-worth individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm employs a tactical allocation strategy using fundamental and cyclical analysis to manage risk and seeks improved performance across approximately $85 million in discretionary assets.

Wealth management Active portfolio management
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James I

ChFC®, Series 63, Series 65

Suwanee, GA

Izett & Associates, LLC

James Izett is the principal of Izett & Associates, LLC in Suwanee, Georgia, with 45 years of experience in the financial industry. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Retirement Partner Advisors, OneDigital Investment Advisors LLC, Independent Financial Group LLC, and AdviseMe National Advisors. Izett & Associates is a state-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management. The firm employs a combined long-term growth and income strategy focused on dividend- and interest-producing securities, including REITs and BDCs, and utilizes both long and short equity trading.

Passive / index investing
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