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Thomas K

Series 63, Series 65

High Point, NC

LPL Enterprise

Thomas King is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes tenures at MetLife Securities, MassMutual, Pruco Securities, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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

Series 63, Series 65

High Point, NC

LPL Enterprise

Lisa Aldridge is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, model portfolios, and access to various third-party asset management programs.

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

ChFC®, Series 63, Series 65

High Point, NC

LPL Enterprise

Julie Hocevar is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the ChFC®, Series 63, and Series 65 designations. Her prior experience includes roles at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated advisory and brokerage platform.

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

Series 66

High Point, NC

LPL Enterprise

Johnnie Council is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, Alamance-Burlington Schools, Amway, Guilford County Schools, and North Carolina A&T. He serves on the board of the Christine Council Foundation, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

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

Series 66

High Point, NC

LPL Enterprise

Blanche Cheeley is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. She has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she owns Legacy Up Financial Services, where she works as an educator, coach, facilitator, and speaker on financial literacy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by a platform that integrates advisor programs with a range of financial products and services.

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