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Terry G
Series 66
Marion, IL
LPL Enterprise
Terry Grissom is a financial advisor with LPL Enterprise holding a Series 66 credential and three years of industry experience. His prior roles include positions at MWA Financial Services Inc and Modern Woodmen of America, as well as work with the Illinois Department of Corrections. He serves on the board of a non-profit organization, Blazing Star Lodge #458. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.
Aaron H
Series 63, Series 65
Marion, IL
LPL Enterprise
Aaron Hale is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MWA Financial Services Inc, Modern Woodmen of America, Integrity Alliance, LLC, and The Assurance Group. He serves as a board member for two nonprofit organizations, Johnson County 2000 and Arrowleaf. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.
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