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Scott B
Series 66
Matthews, NC
LPL Enterprise
Scott Brooks is a Series 66-licensed financial advisor with over a year of industry experience. He is currently affiliated with LPL Enterprise and Tucker Advisors and has prior experience at Wells Fargo and PRUCO Securities. Brooks is also the owner of Brooks and Associates LLC, an investment-related business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.
Geoffrey K
CFP®, Series 66
Matthews, NC
LPL Enterprise
Geoffrey Kemble is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Enterprise and has an extensive background at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the Board of Managers for the local YMCA in Matthews, NC. LPL Enterprise, LLC serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.
George G
Series 66
Matthews, NC
LPL Enterprise
George Griggs III is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has worked at multiple firms including Pruco Securities LLC, Kemble Financial LLC, Carroll Financial, and Northwestern Mutual. His background also includes roles outside finance at East Carolina University and Charlotte Catholic High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment advice, financial planning, and access to a range of financial products.
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