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Brad H

Series 66

Irondale, AL

LPL Financial

Brad Hendrix is a financial advisor with LPL Financial in Irondale, Alabama, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent six years with Securities Service Network. Outside of his advisory role, he is engaged in tax preparation and accounting 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 a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brad H

Series 63, Series 65

Irondale, AL

LPL Financial

Brad Hendrix Sr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 registrations and has 43 years of industry experience. He worked at Securities Service Network, Inc. for 32 years before joining LPL Financial in 2020. Outside of his advisory role, he is involved in tax preparation and accounting services as a CPA and also holds a non-variable insurance license in Irondale, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a range of investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dean G

Series 66

Birmingham, AL

LPL Financial

Dean Gambrell Jr. is a Series 66-licensed financial advisor with LPL Financial, based in Birmingham, AL, and has 13 years of industry experience. Prior to joining LPL in 2020, he worked at Securities Service Network, Inc. and operated Gambrell Financial Advisor. He is also the sole owner and operator of Gambrell Tax Advisors, LLC, a tax preparation and accounting business. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting clients with both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Charles C

CFP®, Series 63

Birmingham, AL

LPL Financial

Charles Carlton is a CFP® professional with 40 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at SSN Advisory, Securities Service Network, Gambrell Financial Advisors, and North Ala United Methodist Foundation. Carlton is also a notary public in Jefferson County, Alabama. 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 a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive research and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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