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Melissa W
Series 63, Series 66
Brentwood, TN
LPL Financial
Melissa Ward is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and Saltwater Therapy. She was also involved with Hope Clinic For Women for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers.
James S
Series 63, Series 65
Brentwood, TN
LPL Financial
James Stites is a financial advisor with LPL Financial in Brentwood, TN, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., various insurance carriers, and involvement with several private businesses such as Brentwood Aviation, Pearl Meadow LLC, and Destin Sea Star LLC. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.
Jerry N
Series 66
Brentwood, TN
LPL Financial
Jerry Nix is a financial advisor with LPL Financial in Brentwood, TN, holding a Series 66 license and 10 years of industry experience. His prior roles include work with Waddell & Reed Inc and various insurance carriers, as well as involvement with Williamson County Young Republicans. He also serves as a notary public outside of his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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