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Brandon M

Series 66

Booneville, MS

LPL Financial

Brandon McAnally is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience, including prior roles at Wells Fargo Clearing and Caterpillar Inc. He is also involved in a personal business entity for tax and investment purposes. 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 services, including financial planning and model portfolio programs, and supports advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

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

Series 66

Booneville, MS

LPL Financial

Joshua McAnally is a financial advisor with LPL Financial, holding a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

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

Series 63, Series 66

Booneville, MS

LPL Financial

John McAnally is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Edward Jones. Outside of his advisory work, he owns Charlotte Lakeside Pottery, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services through a large network of representatives, utilizing strategies including model portfolios, third-party subadvisors, and customized solutions across various asset classes.

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