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Lanning W

Series 63, Series 65

Brentwood, TN

LPL Enterprise

Lanning Whitehead is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is a licensed notary and an affiliated real estate broker. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to both advisory and brokerage services through an integrated platform that combines adviser programs with other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Mark S

Series 63, Series 65

Brentwood, TN

LPL Enterprise

Mark Smith is a financial advisor with LPL Enterprise in Brentwood, TN, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked with Prudential Insurance Company of America and PRUCO Securities, LLC. Mark's career includes roles in both advisory and insurance services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolio programs, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Steven P

Series 66

Brentwood, TN

LPL Enterprise

Steven Person is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 20 years of industry experience. He has worked at Prudential Insurance Company of America since 2015 and was previously with PRUCO Securities, LLC. since 2015. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Michael B

Series 65, Series 63

Brentwood, TN

LPL Enterprise

Michael Brown is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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