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Jeremy B

Series 63, Series 65

Charleston, SC

LPL Financial

Jeremy Billew is a financial advisor with LPL Financial in Charleston, SC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Prior to joining LPL Financial in 2017, he worked at McKenna Agency for 14 years. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic, tactical, and alternative investment options.

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

Series 66

Charleston, SC

LPL Financial

Dylan Davison is a financial advisor with LPL Financial based in Charleston, SC. He holds the Series 66 designation and has recently started his career in the industry, with prior work experience at Salesforce and Blackbaud. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and extensive advisory and non-advisory financial activities.

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

CFP®, Series 63

Charleston, SC

LPL Financial

Clayton Abel is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2017. His prior experience includes roles at Nationwide Financial and Nationwide Securities, LLC from 2011 to 2016. Abel also maintains a long-term connection with McKenna Agency dating back to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary models and third-party subadvisors, with operational support from advanced advisor tools.

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

Series 63, Series 65

Charleston, SC

LPL Financial

Bobby Parham II is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017, previously working at Nationwide Securities LLC from 2013 to 2016. 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, wrap and model portfolio programs, and access to third-party asset managers, supported by technology tools and a variety of strategic and alternative investment options.

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

Series 66

Charleston, SC

LPL Financial

Trent Derrick is a financial advisor with LPL Financial in Charleston, SC, holding a Series 66 designation and has 12 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Maryland Financial Group, Inc. from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-focused technology.

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